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| Provider | Service type | Compensation |
|---|---|---|
MERRILL LYNCH PIERCE FENNER & SMITH10+ years Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $108,321 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $42,284 |
LATITUDE SERVICE COMPANY INC2 years Filed as: LATITUDE SERVICE COMPANY, INC. Service code 15 · EIN 82-1371994 | Recordkeeping | $29,108 |
Filed as: DEAN DORTON Service code 15 PO BOX 631259 · CINCINNATI, OH 452631259 | Recordkeeping | $13,320 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,061 | $89,465+2.9% | $165,100-44.2% | $77,762+18.4% |
| Participation rate | 95.4% | 78.6%+16.8pp | 78.6%+16.8pp | 70.6%+24.9pp |
| Annual return | 8.78% | 28.86%-20.1pp | 70.21%-61.4pp | 31.27%-22.5pp |
| Employer contribution / active EE | $2,499 | $2,565-2.6% | $4,348-42.5% | $2,728-8.4% |
| Participant deferral / active EE | $4,947 | $4,904+0.9% | $6,035-18.0% | $4,651+6.4% |
| Admin fee / account holder | $476 | $340+40.1% | $12,696-96.3% | $433+9.9% |