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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $150,594 |
MARCUM LLP1 year Service code 10 730 THIRD AVENUE · NEW YORK, NY 10017 | Accounting | $26,000 |
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 | $46,283 | $42,504+8.9% | $160,039-71.1% | $77,906-40.6% |
| Participation rate | 92.0% | 66.9%+25.1pp | 78.0%+14.1pp | 73.7%+18.3pp |
| Annual return | -15.93% | -12.43%-3.5pp | 409.10%-425.0pp | 12.16%-28.1pp |
| Employer contribution / active EE | $1,085 | $1,684-35.6% | $4,226-74.3% | $2,846-61.9% |
| Participant deferral / active EE | $6,107 | $3,919+55.8% | $6,184-1.2% | $4,805+27.1% |
| Admin fee / account holder | $29 | $98-69.9% | $8,716-99.7% | $133-77.9% |