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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $75,728 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $41,944 |
ERISA SERVICES, INC.7 years Filed as: ERISA SERVICES INC Service code 13 | Contract Administrator | $8,456 |
ERISA SERVICES, INC.6 years Service code 13 · EIN 62-1200951 | Contract Administrator | $3,016 |
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 | $151,138 | $41,016+268.5% | $152,093-0.6% | $64,097+135.8% |
| Participation rate | 98.6% | 51.3%+47.3pp | 77.8%+20.9pp | 55.2%+43.4pp |
| Annual return | 17.75% | 39.60%-21.8pp | 66.36%-48.6pp | 34.64%-16.9pp |
| Employer contribution / active EE | $6,309 | $1,342+370.0% | $4,175+51.1% | $1,891+233.5% |
| Participant deferral / active EE | $4,363 | $1,927+126.4% | $5,451-20.0% | $3,080+41.7% |
| Admin fee / account holder | $667 | $2,305-71.1% | $14,497-95.4% | $3,454-80.7% |