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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $18,849 |
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 | $48,163 | $48,744-1.2% | $93,696-48.6% | $199,960-75.9% |
| Participation rate | 84.1% | 63.7%+20.4pp | 68.7%+15.4pp | 72.0%+12.1pp |
| Annual return | 13.58% | 15.36%-1.8pp | 133.74%-120.2pp | 34.28%-20.7pp |
| Employer contribution / active EE | $1,686 | $1,140+47.9% | $2,422-30.4% | $3,036-44.5% |
| Participant deferral / active EE | $4,802 | $2,825+70.0% | $4,417+8.7% | $5,087-5.6% |
| Admin fee / account holder | $46 | $195-76.6% | $8,287-99.4% | $269-83.1% |