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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $31,975 |
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 | $180,633 | $75,388+139.6% | $123,553+46.2% | $55,727+224.1% |
| Participation rate | 74.8% | 75.7%-0.9pp | 82.3%-7.5pp | 70.9%+4.0pp |
| Annual return | -4.40% | 4.48%-8.9pp | 119.21%-123.6pp | 244.94%-249.3pp |
| Employer contribution / active EE | $2,206 | $3,063-28.0% | $4,628-52.3% | $2,078+6.2% |
| Participant deferral / active EE | $10,797 | $5,651+91.1% | $6,426+68.0% | $3,356+221.8% |
| Admin fee / account holder | $182 | $120+51.8% | $9,284-98.0% | $115+57.8% |