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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $100,720 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $81,752 |
DELAWARE VALLEY RETIREMENT, INC.5+ years Filed as: DELAWARE VALLEY RETIREMENT INC Service code 13 · EIN 20-2055473 | Contract Administrator | $38,878 |
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 | $43,491 | $62,928-30.9% | $172,752-74.8% | $67,579-35.6% |
| Participation rate | 99.4% | 64.5%+35.0pp | 82.6%+16.8pp | 71.3%+28.2pp |
| Annual return | 19.24% | 30.36%-11.1pp | 802.97%-783.7pp | 378.56%-359.3pp |
| Employer contribution / active EE | $2,904 | $1,636+77.5% | $5,144-43.5% | $2,148+35.2% |
| Participant deferral / active EE | $4,685 | $2,145+118.4% | $5,198-9.9% | $3,539+32.4% |
| Admin fee / account holder | $235 | $167+40.8% | $13,955-98.3% | $142+64.9% |