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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) | $20,756 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 05-0721110 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $1,655 |
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,155 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,800 | $89,652-15.5% | $141,162-46.3% | $65,185+16.3% |
| Participation rate | 78.8% | 74.7%+4.1pp | 82.5%-3.6pp | 70.2%+8.6pp |
| Annual return | 20.18% | 32.79%-12.6pp | 71.39%-51.2pp | 29.38%-9.2pp |
| Employer contribution / active EE | $3,105 | $3,065+1.3% | $4,735-34.4% | $2,177+42.6% |
| Participant deferral / active EE | $5,805 | $5,691+2.0% | $6,709-13.5% | $3,514+65.2% |
| Admin fee / account holder | $364 | $569-36.0% | $10,261-96.5% | $847-57.0% |