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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $36,862 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $13,437 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,603 | $89,652-40.2% | $141,191-62.0% | $65,185-17.8% |
| Participation rate | 87.3% | 74.7%+12.6pp | 82.5%+4.8pp | 70.2%+17.1pp |
| Annual return | 52.55% | 32.79%+19.8pp | 71.41%-18.9pp | 29.38%+23.2pp |
| Employer contribution / active EE | $6,740 | $3,065+119.9% | $4,736+42.3% | $2,177+209.6% |
| Participant deferral / active EE | $12,583 | $5,691+121.1% | $6,710+87.5% | $3,514+258.1% |
| Admin fee / account holder | $301 | $569-47.1% | $10,264-97.1% | $847-64.5% |