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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,434 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $12,720 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Employer 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,576 | $60,795-38.2% | $69,483-45.9% | $65,186-42.4% |
| Participation rate | 77.8% | 74.9%+2.9pp | 74.6%+3.2pp | 70.2%+7.6pp |
| Annual return | 21.03% | 17.46%+3.6pp | 28.99%-8.0pp | 29.39%-8.4pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,780-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,784 | $3,162-43.6% | $3,537-49.5% | $3,514-49.2% |
| Admin fee / account holder | $235 | $314-24.9% | $3,841-93.9% | $847-72.2% |