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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $49,728 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $29,119 |
ERISA SERVICES, INC.5 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $4,917 |
ERISA SERVICES, INC.4 years Service code 13 · EIN 62-1200951 | Contract Administrator | $2,166 |
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 | $130,848 | $61,338+113.3% | $149,717-12.6% | $71,495+83.0% |
| Participation rate | 97.7% | 62.5%+35.2pp | 78.8%+18.9pp | 67.9%+29.7pp |
| Annual return | 21.60% | 35.86%-14.3pp | 134.41%-112.8pp | 28.85%-7.2pp |
| Employer contribution / active EE | $6,639 | $2,381+178.8% | $4,820+37.8% | $2,589+156.4% |
| Participant deferral / active EE | $4,389 | $2,919+50.3% | $5,682-22.8% | $4,291+2.3% |
| Admin fee / account holder | $530 | $1,263-58.1% | $13,213-96.0% | $1,588-66.7% |