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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $66,563 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $35,288 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,616 | $82,163-38.4% | $125,381-59.6% | $64,819-21.9% |
| Participation rate | 61.4% | 77.9%-16.5pp | 82.4%-21.0pp | 71.5%-10.1pp |
| Annual return | -11.59% | 3.49%-15.1pp | 572.31%-583.9pp | 32.84%-44.4pp |
| Employer contribution / active EE | $1,892 | $3,616-47.7% | $4,815-60.7% | $2,507-24.5% |
| Participant deferral / active EE | $4,492 | $7,175-37.4% | $7,448-39.7% | $4,311+4.2% |
| Admin fee / account holder | $352 | $163+116.0% | $10,007-96.5% | $188+87.7% |