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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,745 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,347 |
WMK & G1 year Service code 10 · EIN 11-3619178 | Accounting | $8,000 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,818 | $42,548+108.7% | $74,551+19.1% | $56,289+57.8% |
| Participation rate | 36.5% | 60.5%-24.0pp | 69.1%-32.6pp | 69.9%-33.4pp |
| Annual return | -3.48% | 12.40%-15.9pp | 32.53%-36.0pp | -9.96%+6.5pp |
| Employer contribution / active EE | $521 | $855-39.1% | $1,961-73.5% | $2,111-75.3% |
| Participant deferral / active EE | $1,904 | $2,277-16.4% | $3,108-38.7% | $3,350-43.2% |
| Admin fee / account holder | $627 | $467+34.2% | $5,059-87.6% | $521+20.3% |