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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $24,331 |
Filed as: MERRILL LYNCH Service code 17 · EIN 13-5674085 | Pension Consulting | $13,239 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $65,008 | $81,494-20.2% | $133,978-51.5% | $73,497-11.6% |
| Participation rate | 97.4% | 76.4%+21.0pp | 79.8%+17.5pp | 70.7%+26.7pp |
| Annual return | -9.47% | 19.40%-28.9pp | 45.10%-54.6pp | 28.51%-38.0pp |
| Employer contribution / active EE | $8,548 | $2,210+286.9% | $3,919+118.1% | $2,270+276.5% |
| Participant deferral / active EE | $4,021 | $3,787+6.2% | $5,047-20.3% | $3,740+7.5% |
| Admin fee / account holder | $313 | $713-56.1% | $8,930-96.5% | $513-39.0% |