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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,383 |
AMERICAN FUNDS3+ years Filed as: CAPITAL RESEARCH & CONSULTING Service code 70 15 S RAYMOND AVENUE · PASADENA, CA 91105 | Consulting Fees | $6,875 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,179 | $155,795+23.4% | $136,298+41.0% | $69,634+176.0% |
| Participation rate | 74.2% | 75.2%-1.0pp | 81.9%-7.7pp | 70.7%+3.5pp |
| Annual return | 18.52% | 232464.33%-232445.8pp | 5156.27%-5137.7pp | 27572.26%-27553.7pp |
| Employer contribution / active EE | $1,920 | $2,991-35.8% | $4,696-59.1% | $2,032-5.5% |
| Participant deferral / active EE | $10,065 | $5,394+86.6% | $6,247+61.1% | $3,224+212.2% |
| Admin fee / account holder | $6 | $128-95.4% | $9,244-99.9% | $110-94.7% |