Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $54,119 |
WHITLEY PENN LLP2 years Filed as: WHITLEY PENN Service code 50 1400 WEST 7TH STREET · FORT WORTH, TX 76102 | Direct Payment | $47,423 |
Filed as: CONTINENTAL BENEFITS GROUP INC Service code 50 95C CONNECTICUT DRIVE · BURLINGTON, NJ 080164180 | Direct Payment | $6,100 |
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 | $112,932 | $78,852+43.2% | $76,768+47.1% | $75,289+50.0% |
| Participation rate | 93.2% | 85.0%+8.2pp | 77.0%+16.3pp | 72.4%+20.8pp |
| Annual return | -3.85% | -1.29%-2.6pp | 2.43%-6.3pp | -0.04%-3.8pp |
| Employer contribution / active EE | $4,086 | $2,794+46.2% | $2,485+64.4% | $2,405+69.9% |
| Participant deferral / active EE | $8,585 | $4,800+78.9% | $3,852+122.9% | $3,739+129.6% |
| Admin fee / account holder | $53 | $79-32.8% | $6,676-99.2% | $102-48.1% |