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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 99 · EIN 13-5674085 | Other Fees | $46,775 |
Filed as: THE ANGELL PENSION GROUP Service code 49 | Other Services | $33,738 |
Service code 49 · EIN 04-2530412 | Other Services | $0 |
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.)
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 | $60,177 | $42,367+42.0% | $79,583-24.4% | $64,824-7.2% |
| Participation rate | 57.8% | 64.7%-7.0pp | 69.5%-11.7pp | 71.5%-13.7pp |
| Annual return | -17.97% | -12.24%-5.7pp | 0.16%-18.1pp | 32.84%-50.8pp |
| Employer contribution / active EE | $980 | $1,181-17.0% | $2,414-59.4% | $2,507-60.9% |
| Participant deferral / active EE | $2,272 | $3,168-28.3% | $3,986-43.0% | $4,311-47.3% |
| Admin fee / account holder | $386 | $160+141.7% | $6,835-94.4% | $188+105.3% |