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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $34,050 |
Service code 10 · EIN 26-3838358 | Accounting | $12,700 |
Filed as: MERRILL LYNCH LIFE AGENCY, INC. Service code 49 · EIN 13-2808480 | Other Services | $10,780 |
Service code 49 · EIN 22-2755716 | Other Services | $8,848 |
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.)
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 | $69,341 | $60,349+14.9% | $74,184-6.5% | $62,881+10.3% |
| Participation rate | 68.1% | 72.7%-4.6pp | 76.6%-8.5pp | 69.3%-1.2pp |
| Annual return | 4.83% | 21.38%-16.5pp | 17.74%-12.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,204 | $1,680+31.2% | $2,370-7.0% | $2,281-3.4% |
| Participant deferral / active EE | $2,247 | $2,856-21.3% | $3,550-36.7% | $3,203-29.9% |
| Admin fee / account holder | $715 | $4,261-83.2% | $5,586-87.2% | $4,296-83.4% |