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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $79,523 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,112 | $114,195+83.1% | $106,554+96.2% | $93,010+124.8% |
| Participation rate | 98.4% | 86.4%+12.0pp | 76.1%+22.3pp | 73.9%+24.5pp |
| Annual return | 13.53% | 22.18%-8.6pp | 26.80%-13.3pp | 158.70%-145.2pp |
| Employer contribution / active EE | $5,146 | $4,009+28.4% | $2,819+82.5% | $2,705+90.2% |
| Participant deferral / active EE | $11,549 | $5,908+95.5% | $4,398+162.6% | $4,561+153.2% |
| Admin fee / account holder | $21 | $105-80.0% | $7,408-99.7% | $152-86.2% |