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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $26,693 |
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Service code 27 · EIN 13-5674085 1400 AMERICAN BLVD BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $11,372 |
PENSION ASSURANCE LLP10+ years Filed as: KB PENSION SERVICES, INC Service code 13 · EIN 65-0721164 9423 TOWN CENTER PARKWAY · LAKEWOOD RANCH, FL 34202 | Contract Administrator | $8,370 |
PENSION ASSURANCE LLP2 years Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $2,865 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,695 | $60,393-47.5% | $81,820-61.3% | $74,429-57.4% |
| Participation rate | 91.7% | 62.9%+28.8pp | 72.4%+19.3pp | 67.2%+24.5pp |
| Annual return | 9.23% | 16.89%-7.7pp | 777.93%-768.7pp | 1368.38%-1359.2pp |
| Employer contribution / active EE | $3,878 | $2,626+47.7% | $2,915+33.0% | $2,625+47.7% |
| Participant deferral / active EE | $1,017 | $3,397-70.0% | $4,323-76.5% | $4,348-76.6% |
| Admin fee / account holder | $197 | $1,491-86.8% | $7,391-97.3% | $1,944-89.9% |