Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 150 N. COLLEGE ST · TYLER, TX 75703 | Advisory (Participants) | $24,125 |
PENSION ASSURANCE LLP8 years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUEREQUE, NM 87110 | Participant communication; Consulting... | $10,814 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO USA Service code 15 · EIN 01-0233346 | Recordkeeping | $5,698 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $33,458 | $331,159-89.9% | $112,923-70.4% | $74,473-55.1% |
| Participation rate | 49.9% | 81.4%-31.5pp | 80.5%-30.7pp | 70.7%-20.9pp |
| Annual return | 15.05% | 21.62%-6.6pp | 34.13%-19.1pp | 34.36%-19.3pp |
| Employer contribution / active EE | $2,369 | $5,469-56.7% | $4,570-48.2% | $2,638-10.2% |
| Participant deferral / active EE | $4,006 | $8,097-50.5% | $6,520-38.6% | $4,530-11.6% |
| Admin fee / account holder | $258 | $281-8.2% | $7,046-96.3% | $347-25.7% |