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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $156,901 |
MARCUM LLP2 years Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $26,500 |
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 | $59,345 | $50,574+17.3% | $169,381-65.0% | $80,187-26.0% |
| Participation rate | 93.5% | 67.8%+25.7pp | 77.2%+16.3pp | 72.9%+20.5pp |
| Annual return | 20.87% | 22.92%-2.0pp | 406.41%-385.5pp | 40.40%-19.5pp |
| Employer contribution / active EE | $1,179 | $1,693-30.4% | $4,013-70.6% | $2,980-60.4% |
| Participant deferral / active EE | $6,744 | $4,164+61.9% | $6,224+8.4% | $5,016+34.4% |
| Admin fee / account holder | $31 | $107-70.8% | $9,013-99.7% | $145-78.5% |