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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $308,113 |
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 | $75,832 | $73,125+3.7% | $125,195-39.4% | $77,775-2.5% |
| Participation rate | 95.2% | 79.4%+15.8pp | 79.8%+15.5pp | 73.2%+22.0pp |
| Annual return | 22.97% | 24.71%-1.7pp | 43.79%-20.8pp | 32.58%-9.6pp |
| Employer contribution / active EE | $3,980 | $2,413+64.9% | $3,866+3.0% | $2,504+59.0% |
| Participant deferral / active EE | $6,449 | $3,966+62.6% | $4,937+30.6% | $3,966+62.6% |
| Admin fee / account holder | $138 | $89+54.0% | $9,704-98.6% | $100+37.5% |