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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $35,033 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 32 · EIN 13-5674085 | Other commissions; Real estate brokerage | $18,958 |
PENSION ASSURANCE LLP1 year Filed as: KB PENSION SERVICES INC Service code 13 | Contract Administrator | $2,225 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,445 | $59,456-16.8% | $93,669-47.2% | $74,429-33.6% |
| Participation rate | 52.9% | 59.6%-6.7pp | 68.7%-15.8pp | 67.2%-14.3pp |
| Annual return | 14.49% | 82.00%-67.5pp | 133.59%-119.1pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,138 | $1,266-10.1% | $2,424-53.1% | $2,625-56.7% |
| Participant deferral / active EE | $4,504 | $3,052+47.6% | $4,416+2.0% | $4,348+3.6% |
| Admin fee / account holder | $476 | $3,026-84.3% | $8,291-94.3% | $1,944-75.5% |