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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,434 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,207 |
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 | $31,983 | $73,009-56.2% | $90,760-64.8% | $68,486-53.3% |
| Participation rate | 62.9% | 70.8%-7.9pp | 75.7%-12.8pp | 67.9%-5.0pp |
| Annual return | -15.90% | -13.81%-2.1pp | -12.16%-3.7pp | -7.85%-8.1pp |
| Employer contribution / active EE | $760 | $2,193-65.3% | $2,922-74.0% | $2,597-70.7% |
| Participant deferral / active EE | $1,978 | $3,626-45.5% | $4,565-56.7% | $4,028-50.9% |
| Admin fee / account holder | $317 | $5,896-94.6% | $8,444-96.2% | $5,404-94.1% |