| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $582,523 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: MJM 401K, LLC Service code 50 · EIN 86-0882983 | Direct Payment | $80,000 |
ALVAREZ & MARSAL TAXAND, LLC1+ years Service code 50 · EIN 20-1157630 | Direct Payment | $52,721 |
KEEGAN, LINSCOTT & KENON, PC1+ years Service code 50 · EIN 86-0750225 | Direct Payment | $9,675 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $108,941 | $83,812+30.0% | $123,553-11.8% | $68,904+58.1% |
| Participation rate | 79.9% | 77.0%+2.8pp | 82.3%-2.4pp | 74.1%+5.7pp |
| Annual return | -3.59% | 0.60%-4.2pp | 119.21%-122.8pp | 1.07%-4.7pp |
| Employer contribution / active EE | $2,897 | $2,924-0.9% | $4,628-37.4% | $2,540+14.1% |
| Participant deferral / active EE | $7,170 | $5,609+27.8% | $6,426+11.6% | $4,015+78.6% |
| Admin fee / account holder | $64 | $65-2.0% | $9,284-99.3% | $71-10.8% |