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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $262,282 |
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 | $87,200 | $82,783+5.3% | $133,982-34.9% | $90,274-3.4% |
| Participation rate | 95.8% | 81.3%+14.5pp | 79.8%+15.9pp | 73.4%+22.4pp |
| Annual return | 13.90% | 21.89%-8.0pp | 45.10%-31.2pp | 53.97%-40.1pp |
| Employer contribution / active EE | $4,342 | $2,388+81.8% | $3,919+10.8% | $2,523+72.1% |
| Participant deferral / active EE | $6,924 | $4,291+61.4% | $5,047+37.2% | $4,231+63.7% |
| Admin fee / account holder | $112 | $93+20.4% | $8,930-98.7% | $114-2.0% |