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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $48,922 |
Filed as: MERRILL LYNCH LIFE AGENCY INC Service code 49 · EIN 13-2808480 | Other Services | $21,177 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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.)
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 | $67,799 | $73,102-7.3% | $123,552-45.1% | $56,287+20.5% |
| Participation rate | 55.4% | 74.3%-18.9pp | 82.3%-26.9pp | 69.9%-14.4pp |
| Annual return | -3.87% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $0 | $2,977-100.0% | $4,628-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $7,984 | $5,423+47.2% | $6,426+24.2% | $3,350+138.3% |
| Admin fee / account holder | $451 | $554-18.6% | $9,285-95.1% | $521-13.4% |