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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $49,288 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 | Other Services | $24,747 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $6,392 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $3,748 |
ERISA SERVICES, INC.1 year Filed as: ERISA SERVICES INC. Service code 13 · EIN 62-1200951 | Contract Administrator | $1,333 |
Filed as: MERRILL LYNCH LIFE AGENCY INC. Service code 49 · EIN 13-2808480 | Other Services | $0 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,582 | $85,171+45.1% | $172,752-28.5% | $72,975+69.3% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 22.45% | 27.32%-4.9pp | 802.97%-780.5pp | 81.01%-58.6pp |
| Employer contribution / active EE | $4,751 | $3,324+42.9% | $5,144-7.6% | $2,440+94.7% |
| Participant deferral / active EE | $3,324 | $3,260+2.0% | $5,198-36.1% | $3,608-7.9% |
| Admin fee / account holder | $496 | $5,880-91.6% | $13,955-96.4% | $5,124-90.3% |