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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 6751 OLD JACKSONVILLE HWY · TYLER, TX 75703 | Advisory (Participants) | $20,213 |
PENSION ASSURANCE LLP5 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Claims processing; Participant commun... | $4,125 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,706 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $47,589 | $160,088-70.3% | $112,977-57.9% | $73,412-35.2% |
| Participation rate | 50.6% | 90.7%-40.1pp | 82.6%-32.0pp | 72.2%-21.6pp |
| Annual return | 14.70% | 17.93%-3.2pp | 24.24%-9.5pp | 59.30%-44.6pp |
| Employer contribution / active EE | $2,257 | $5,200-56.6% | $4,255-47.0% | $2,234+1.0% |
| Participant deferral / active EE | $4,007 | $8,024-50.1% | $5,836-31.3% | $3,806+5.3% |
| Admin fee / account holder | $352 | $133+164.9% | $6,294-94.4% | $158+122.7% |