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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $84,581 |
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 | $175,511 | $136,266+28.8% | $90,767+93.4% | $77,906+125.3% |
| Participation rate | 97.8% | 86.6%+11.2pp | 75.7%+22.1pp | 73.7%+24.1pp |
| Annual return | -13.50% | -11.32%-2.2pp | -12.16%-1.3pp | 12.16%-25.7pp |
| Employer contribution / active EE | $5,122 | $4,215+21.5% | $2,922+75.3% | $2,846+79.9% |
| Participant deferral / active EE | $11,579 | $6,353+82.3% | $4,565+153.6% | $4,805+141.0% |
| Admin fee / account holder | $22 | $399-94.5% | $8,445-99.7% | $133-83.6% |