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| Provider | Service type | Compensation |
|---|---|---|
MARCUM LLP2 years Service code 10 PO BOX 95000-2288 · PHILADELPHIA, PA 191950001 | Accounting | $18,540 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,550 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $204,869 | $106,247+92.8% | $147,096+39.3% | $77,714+163.6% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 16.15% | 56.87%-40.7pp | 419.75%-403.6pp | 31.26%-15.1pp |
| Employer contribution / active EE | $1,750 | $4,069-57.0% | $4,936-64.6% | $2,727-35.8% |
| Participant deferral / active EE | $15,224 | $7,996+90.4% | $8,071+88.6% | $4,649+227.5% |
| Admin fee / account holder | $46 | $338-86.3% | $13,005-99.6% | $433-89.3% |