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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $29,641 |
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 | $230,676 | $100,801+128.8% | $149,751+54.0% | $73,415+214.2% |
| Participation rate | 81.6% | 77.7%+3.9pp | 82.5%-0.9pp | 72.2%+9.4pp |
| Annual return | 14.94% | 265.34%-250.4pp | 276.71%-261.8pp | 59.30%-44.4pp |
| Employer contribution / active EE | $2,419 | $3,312-26.9% | $4,646-47.9% | $2,234+8.3% |
| Participant deferral / active EE | $12,615 | $6,404+97.0% | $6,843+84.3% | $3,806+231.4% |
| Admin fee / account holder | $172 | $181-4.6% | $9,312-98.1% | $158+9.2% |