| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $26,275 |
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 | $90,070 | $101,523-11.3% | $141,200-36.2% | $77,775+15.8% |
| Participation rate | 93.7% | 77.4%+16.3pp | 82.5%+11.2pp | 73.2%+20.4pp |
| Annual return | 25.07% | 56.22%-31.2pp | 71.41%-46.3pp | 32.58%-7.5pp |
| Employer contribution / active EE | $2,600 | $3,341-22.2% | $4,736-45.1% | $2,504+3.8% |
| Participant deferral / active EE | $7,349 | $6,434+14.2% | $6,710+9.5% | $3,966+85.3% |
| Admin fee / account holder | $66 | $92-27.5% | $10,265-99.4% | $100-33.7% |