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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $64,833 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $37,143 |
ERISA SERVICES, INC.6 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $7,146 |
ERISA SERVICES, INC.5 years Service code 13 · EIN 62-1200951 | Contract Administrator | $2,074 |
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 | $154,238 | $55,446+178.2% | $155,574-0.9% | $74,429+107.2% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 17.77% | 269.20%-251.4pp | 64.87%-47.1pp | 1368.38%-1350.6pp |
| Employer contribution / active EE | $7,045 | $2,266+210.9% | $4,676+50.7% | $2,625+168.4% |
| Participant deferral / active EE | $4,728 | $2,836+66.7% | $5,629-16.0% | $4,348+8.7% |
| Admin fee / account holder | $646 | $1,743-62.9% | $15,914-95.9% | $1,944-66.8% |