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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) | $24,113 |
PENSION ASSURANCE LLP7 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 87110 | Participant communication; Consulting... | $7,064 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $2,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,293 | $131,734-75.5% | $93,786-65.6% | $64,824-50.2% |
| Participation rate | 55.7% | 85.5%-29.8pp | 81.0%-25.3pp | 71.5%-15.8pp |
| Annual return | -14.95% | -14.04%-0.9pp | -11.32%-3.6pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,463 | $5,643-56.3% | $4,328-43.1% | $2,507-1.7% |
| Participant deferral / active EE | $3,994 | $8,135-50.9% | $6,100-34.5% | $4,311-7.4% |
| Admin fee / account holder | $250 | $141+76.9% | $7,184-96.5% | $188+33.1% |