Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE STREET · CHARLOTTE, NC 28255 | Advisory (Participants) | $24,959 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES, INC. Service code 15 · EIN 05-0721110 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Recordkeeping | $1,725 |
Service code 15 · EIN 01-0233346 P O BOX 600 · BUFFALO, NY 14201 | Recordkeeping | $1,165 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,687 | $99,957-11.3% | $149,745-40.8% | $73,497+20.7% |
| Participation rate | 82.7% | 75.7%+7.0pp | 82.5%+0.3pp | 70.7%+12.1pp |
| Annual return | 19.34% | 53.87%-34.5pp | 276.72%-257.4pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,504 | $3,191-21.5% | $4,646-46.1% | $2,270+10.3% |
| Participant deferral / active EE | $6,042 | $6,073-0.5% | $6,843-11.7% | $3,740+61.6% |
| Admin fee / account holder | $397 | $551-27.9% | $9,312-95.7% | $513-22.6% |