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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MAYER HOFFMAN MCCANN Service code 10 · EIN 43-1947695 | Accounting | $15,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,725 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $60,222 | $90,410-33.4% | $91,004-33.8% | $77,958-22.8% |
| Participation rate | 38.8% | 86.4%-47.6pp | 75.6%-36.8pp | 71.6%-32.9pp |
| Annual return | 17.37% | 21.34%-4.0pp | 4.60%+12.8pp | 20.87%-3.5pp |
| Employer contribution / active EE | $1,024 | $3,392-69.8% | $2,456-58.3% | $2,310-55.7% |
| Participant deferral / active EE | $1,414 | $4,816-70.6% | $3,548-60.1% | $3,537-60.0% |
| Admin fee / account holder | $40 | $79-49.7% | $5,417-99.3% | $97-59.2% |