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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $56,919 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,727 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,701 | $64,286-91.1% | $90,951-93.7% | $73,409-92.2% |
| Participation rate | 86.7% | 63.6%+23.1pp | 69.0%+17.7pp | 72.2%+14.5pp |
| Annual return | 17.40% | 21.45%-4.0pp | 134.60%-117.2pp | 59.29%-41.9pp |
| Employer contribution / active EE | $369 | $895-58.8% | $2,122-82.6% | $2,234-83.5% |
| Participant deferral / active EE | $1,007 | $2,453-58.9% | $3,373-70.1% | $3,805-73.5% |
| Admin fee / account holder | $78 | $287-72.9% | $5,959-98.7% | $158-50.8% |