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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $39,760 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $23,416 |
ERISA SERVICES, INC.2 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $4,128 |
ERISA SERVICES, INC.1 year Service code 13 · EIN 62-1200951 | Contract Administrator | $2,213 |
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 | $135,018 | $91,179+48.1% | $178,499-24.4% | $79,852+69.1% |
| Participation rate | 98.8% | 69.2%+29.6pp | 81.9%+16.9pp | 69.6%+29.2pp |
| Annual return | 15.38% | 24.19%-8.8pp | 151.10%-135.7pp | 31.72%-16.3pp |
| Employer contribution / active EE | $4,633 | $3,256+42.3% | $5,011-7.6% | $2,471+87.5% |
| Participant deferral / active EE | $3,227 | $3,236-0.3% | $5,202-38.0% | $3,740-13.7% |
| Admin fee / account holder | $594 | $6,749-91.2% | $13,986-95.8% | $5,306-88.8% |