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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILLY LYNCH Service code 26 | Advisory (Participants) | $20,835 |
WINDHAM BRANNON3+ years Service code 10 · EIN 58-1763439 | Accounting | $15,000 |
Filed as: TPS ANCILLARY SERVICES LLC Service code 15 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $10,277 |
PENSION ASSURANCE LLP3+ years Filed as: THE PENSION STUDIO Service code 15 · EIN 54-2154380 1226 OMAR ROAD · WEST PALM BEACH, FL 33405 | Recordkeeping | $7,427 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $2,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $117,996 | $77,817+51.6% | $123,553-4.5% | $64,173+83.9% |
| Participation rate | 62.3% | 74.7%-12.4pp | 82.3%-20.0pp | 69.6%-7.3pp |
| Annual return | -4.79% | 12.49%-17.3pp | 119.21%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $3,242 | $3,014+7.6% | $4,628-30.0% | $2,381+36.2% |
| Participant deferral / active EE | $8,767 | $5,240+67.3% | $6,426+36.4% | $3,470+152.7% |
| Admin fee / account holder | $333 | $5,519-94.0% | $9,284-96.4% | $4,887-93.2% |