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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $75,728 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,944 |
ERISA SERVICES, INC.7 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $8,456 |
ERISA SERVICES, INC.6 years Service code 13 · EIN 62-1200951 | Contract Administrator | $3,016 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,138 | $45,343+233.3% | $150,298+0.6% | $67,986+122.3% |
| Participation rate | 98.6% | 51.9%+46.8pp | 77.8%+20.9pp | 57.2%+41.4pp |
| Annual return | 17.75% | 33.28%-15.5pp | 62.79%-45.0pp | 31.67%-13.9pp |
| Employer contribution / active EE | $6,309 | $1,462+331.6% | $4,154+51.9% | $2,019+212.5% |
| Participant deferral / active EE | $4,363 | $2,055+112.3% | $5,453-20.0% | $3,358+29.9% |
| Admin fee / account holder | $667 | $2,250-70.4% | $14,116-95.3% | $3,203-79.2% |