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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,237 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $273,252 | $122,128+123.7% | $147,117+85.7% | $200,096+36.6% |
| Participation rate | 80.5% | 78.2%+2.3pp | 82.2%-1.7pp | 72.0%+8.5pp |
| Annual return | 20.42% | 30.58%-10.2pp | 420.54%-400.1pp | 34.26%-13.8pp |
| Employer contribution / active EE | $4,258 | $4,093+4.0% | $4,932-13.7% | $3,038+40.2% |
| Participant deferral / active EE | $13,626 | $8,484+60.6% | $8,065+69.0% | $5,090+167.7% |
| Admin fee / account holder | $87 | $180-51.4% | $12,993-99.3% | $269-67.6% |