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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $25,646 |
Filed as: JOHN HANCOCK NEW YORK Service code 15 · EIN 13-3646501 | Recordkeeping | $21,767 |
LILLING & COMPANY LLP1 year Service code 10 · EIN 13-3447681 | Accounting | $20,615 |
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 | $92,629 | $69,848+32.6% | $115,756-20.0% | $66,938+38.4% |
| Participation rate | 63.3% | 70.6%-7.3pp | 77.1%-13.8pp | 69.8%-6.5pp |
| Annual return | -13.29% | 969.66%-982.9pp | 143.14%-156.4pp | 1.58%-14.9pp |
| Employer contribution / active EE | $1,732 | $2,613-33.7% | $3,793-54.3% | $2,545-32.0% |
| Participant deferral / active EE | $6,224 | $4,274+45.6% | $6,254-0.5% | $4,238+46.8% |
| Admin fee / account holder | $832 | $337+146.7% | $8,124-89.8% | $594+40.2% |