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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,512 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $8,512 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,085 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,263 | $65,435-23.2% | $86,677-42.0% | $66,914-24.9% |
| Participation rate | 84.3% | 75.5%+8.9pp | 76.6%+7.7pp | 69.8%+14.5pp |
| Annual return | -18.17% | -10.89%-7.3pp | 35.91%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $2,363 | $2,153+9.7% | $2,836-16.7% | $2,544-7.1% |
| Participant deferral / active EE | $3,662 | $4,100-10.7% | $4,656-21.3% | $4,237-13.6% |
| Admin fee / account holder | $473 | $642-26.2% | $7,493-93.7% | $593-20.2% |