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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $38,160 |
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 | $64,248 | $85,135-24.5% | $98,920-35.1% | $73,412-12.5% |
| Participation rate | 91.4% | 81.1%+10.3pp | 76.0%+15.4pp | 72.2%+19.2pp |
| Annual return | 14.52% | 19.14%-4.6pp | 196.47%-182.0pp | 59.30%-44.8pp |
| Employer contribution / active EE | $2,086 | $2,721-23.3% | $2,689-22.4% | $2,234-6.6% |
| Participant deferral / active EE | $3,352 | $4,349-22.9% | $4,245-21.0% | $3,806-11.9% |
| Admin fee / account holder | $34 | $139-75.5% | $6,643-99.5% | $158-78.4% |