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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $47,345 |
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 | $103,005 | $71,957+43.1% | $67,652+52.3% | $59,188+74.0% |
| Participation rate | 92.2% | 82.7%+9.6pp | 75.7%+16.6pp | 69.4%+22.8pp |
| Annual return | -0.33% | 8.53%-8.9pp | 6625.40%-6625.7pp | 5.51%-5.8pp |
| Employer contribution / active EE | $3,345 | $2,432+37.6% | $2,266+47.7% | $2,098+59.5% |
| Participant deferral / active EE | $7,803 | $4,211+85.3% | $3,560+119.2% | $3,265+139.0% |
| Admin fee / account holder | $25 | $64-61.5% | $4,821-99.5% | $92-73.2% |