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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $36,698 |
PENSION ASSURANCE LLP1 year Filed as: PENSION MARK RETIREMENT GROUP Service code 17 · EIN 61-1758632 | Pension Consulting | $5,000 |
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 | $45,991 | $134,045-65.7% | $80,022-42.5% | $75,289-38.9% |
| Participation rate | 94.7% | 85.8%+9.0pp | 75.8%+18.9pp | 72.4%+22.3pp |
| Annual return | -3.52% | -0.56%-3.0pp | 11.22%-14.7pp | -0.04%-3.5pp |
| Employer contribution / active EE | $1,882 | $3,492-46.1% | $2,468-23.8% | $2,405-21.8% |
| Participant deferral / active EE | $3,001 | $4,976-39.7% | $3,686-18.6% | $3,739-19.7% |
| Admin fee / account holder | $34 | $124-72.4% | $6,521-99.5% | $102-66.6% |