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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $77,200 |
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 | $204,599 | $88,122+132.2% | $141,200+44.9% | $67,584+202.7% |
| Participation rate | 78.8% | 76.5%+2.4pp | 82.5%-3.7pp | 71.3%+7.5pp |
| Annual return | 23.20% | 75.40%-52.2pp | 71.41%-48.2pp | 378.59%-355.4pp |
| Employer contribution / active EE | $2,133 | $3,224-33.8% | $4,736-55.0% | $2,148-0.7% |
| Participant deferral / active EE | $11,315 | $5,958+89.9% | $6,710+68.6% | $3,540+219.7% |
| Admin fee / account holder | $99 | $131-24.2% | $10,265-99.0% | $142-30.2% |