| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $182,798 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $578,919 | $61,405+842.8% | $149,740+286.6% | $71,535+709.3% |
| Participation rate | 87.1% | 62.5%+24.6pp | 78.8%+8.3pp | 67.9%+19.2pp |
| Annual return | 16.86% | 35.88%-19.0pp | 134.51%-117.7pp | 28.97%-12.1pp |
| Employer contribution / active EE | $27,999 | $2,384+1074.2% | $4,821+480.7% | $2,590+981.0% |
| Participant deferral / active EE | $20,709 | $2,921+608.9% | $5,683+264.4% | $4,292+382.6% |
| Admin fee / account holder | $246 | $1,264-80.5% | $13,222-98.1% | $1,589-84.5% |