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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $38,524 |
PENSION ASSURANCE LLP6 years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 05-0721110 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $3,125 |
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $2,428 |
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 | $111,866 | $101,499+10.2% | $147,005-23.9% | $74,546+50.1% |
| Participation rate | 79.1% | 75.5%+3.6pp | 82.2%-3.0pp | 67.2%+11.9pp |
| Annual return | 16.32% | 8732.34%-8716.0pp | 418.76%-402.4pp | 1366.03%-1349.7pp |
| Employer contribution / active EE | $2,887 | $3,811-24.2% | $4,934-41.5% | $2,624+10.0% |
| Participant deferral / active EE | $6,009 | $7,304-17.7% | $8,070-25.5% | $4,347+38.2% |
| Admin fee / account holder | $448 | $1,748-74.4% | $13,006-96.6% | $1,944-77.0% |