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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $5,376 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $5,376 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $324 |
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.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,344 | $38,075+55.9% | $93,406-36.5% | $73,488-19.2% |
| Participation rate | 15.7% | 56.7%-41.1pp | 66.8%-51.2pp | 70.7%-55.0pp |
| Annual return | 18.80% | 17.59%+1.2pp | 78.05%-59.3pp | 28.51%-9.7pp |
| Employer contribution / active EE | $413 | $1,117-63.1% | $2,075-80.1% | $2,270-81.8% |
| Participant deferral / active EE | $960 | $2,012-52.3% | $3,126-69.3% | $3,740-74.3% |
| Admin fee / account holder | $533 | $351+51.7% | $5,230-89.8% | $513+3.8% |