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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 | $55,423+178.3% | $155,602-0.9% | $74,400+107.3% |
| Participation rate | 99.2% | 61.9%+37.3pp | 78.2%+21.0pp | 67.2%+32.0pp |
| Annual return | 17.77% | 269.07%-251.3pp | 64.81%-47.0pp | 1367.51%-1349.7pp |
| Employer contribution / active EE | $7,045 | $2,266+211.0% | $4,675+50.7% | $2,624+168.4% |
| Participant deferral / active EE | $4,728 | $2,835+66.8% | $5,629-16.0% | $4,348+8.7% |
| Admin fee / account holder | $646 | $1,744-63.0% | $15,923-95.9% | $1,944-66.7% |