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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $295,072 |
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 | $101,465 | $91,746+10.6% | $146,649-30.8% | $93,010+9.1% |
| Participation rate | 95.5% | 80.9%+14.6pp | 80.1%+15.4pp | 73.9%+21.6pp |
| Annual return | 15.12% | 18.28%-3.2pp | 22.75%-7.6pp | 158.70%-143.6pp |
| Employer contribution / active EE | $4,497 | $2,815+59.8% | $4,137+8.7% | $2,705+66.2% |
| Participant deferral / active EE | $7,473 | $4,589+62.9% | $5,506+35.7% | $4,561+63.9% |
| Admin fee / account holder | $123 | $101+22.0% | $10,281-98.8% | $152-18.6% |