| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $130,451 |
Filed as: ALEXANDER ARONSON FINNING & CO P.C Service code 10 50 WASHINGTON STREET · WESTBOROUGH, MA 015811461 | Accounting | $12,762 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $409,338 | $52,967+672.8% | $172,757+136.9% | $65,188+527.9% |
| Participation rate | 91.1% | 66.2%+24.9pp | 82.6%+8.4pp | 70.2%+20.9pp |
| Annual return | 20.24% | 30.12%-9.9pp | 803.06%-782.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $22,737 | $2,190+938.1% | $5,144+342.0% | $2,177+944.5% |
| Participant deferral / active EE | $16,403 | $2,471+563.9% | $5,198+215.6% | $3,514+366.8% |
| Admin fee / account holder | $284 | $472-39.9% | $13,956-98.0% | $847-66.5% |