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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH - EPS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $18,637 |
Filed as: MERRILL LYNCH - FAS Service code 26 · EIN 13-5674085 | Advisory (Participants) | $7,987 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,790 | $66,457-88.3% | $81,382-90.4% | $77,643-90.0% |
| Participation rate | 66.0% | 68.7%-2.7pp | 69.5%-3.5pp | 70.6%-4.6pp |
| Annual return | 28.04% | 15.93%+12.1pp | 24.73%+3.3pp | 31.24%-3.2pp |
| Employer contribution / active EE | $825 | $2,159-61.8% | $2,463-66.5% | $2,726-69.7% |
| Participant deferral / active EE | $1,602 | $3,679-56.5% | $3,883-58.7% | $4,647-65.5% |
| Admin fee / account holder | $120 | $583-79.4% | $5,768-97.9% | $430-72.1% |