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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,954 |
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 | $250,465 | $107,415+133.2% | $135,998+84.2% | $80,187+212.4% |
| Participation rate | 76.9% | 78.0%-1.1pp | 81.9%-5.0pp | 72.9%+4.0pp |
| Annual return | 22.34% | 91.99%-69.7pp | 68.37%-46.0pp | 40.40%-18.1pp |
| Employer contribution / active EE | $3,799 | $3,878-2.1% | $4,860-21.8% | $2,980+27.5% |
| Participant deferral / active EE | $13,562 | $8,189+65.6% | $7,761+74.8% | $5,016+170.4% |
| Admin fee / account holder | $39 | $127-69.0% | $10,769-99.6% | $145-72.9% |