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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,562 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,484 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,515 | $55,415-54.0% | $155,509-83.6% | $74,495-65.7% |
| Participation rate | 84.0% | 61.9%+22.1pp | 78.2%+5.8pp | 67.2%+16.8pp |
| Annual return | 10.71% | 268.50%-257.8pp | 64.67%-54.0pp | 1364.94%-1354.2pp |
| Employer contribution / active EE | $2,181 | $2,267-3.8% | $4,672-53.3% | $2,623-16.9% |
| Participant deferral / active EE | $2,899 | $2,836+2.2% | $5,626-48.5% | $4,346-33.3% |
| Admin fee / account holder | $333 | $1,738-80.8% | $15,912-97.9% | $1,942-82.8% |