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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,768 |
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 | $270,028 | $104,336+158.8% | $159,495+69.3% | $86,828+211.0% |
| Participation rate | 76.0% | 77.7%-1.8pp | 82.8%-6.9pp | 72.3%+3.7pp |
| Annual return | 21.12% | 26.32%-5.2pp | 263.72%-242.6pp | 97.95%-76.8pp |
| Employer contribution / active EE | $3,655 | $3,451+5.9% | $4,831-24.4% | $2,406+51.9% |
| Participant deferral / active EE | $12,354 | $6,837+80.7% | $7,354+68.0% | $4,132+199.0% |
| Admin fee / account holder | $14 | $172-91.6% | $10,804-99.9% | $170-91.5% |