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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 15 · EIN 13-5674085 | Recordkeeping | $11,630 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 15 · EIN 84-0467907 | Recordkeeping | $6,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,964 | $59,263-3.9% | $96,562-41.0% | $79,386-28.2% |
| Participation rate | 19.6% | 61.9%-42.3pp | 69.8%-50.2pp | 70.7%-51.1pp |
| Annual return | 11.74% | 27.07%-15.3pp | 37.78%-26.0pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $1,216-100.0% | $2,356-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $1,012 | $2,948-65.7% | $3,849-73.7% | $4,046-75.0% |
| Admin fee / account holder | $515 | $658-21.8% | $6,181-91.7% | $626-17.8% |