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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $58,251 |
WHITLEYPENN1 year Service code 11 640 TAYLOR ST · FORT WORTH, TX 76102 | Actuarial | $47,465 |
Service code 70 · EIN 01-0724493 | Consulting Fees | $6,400 |
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 | $105,817 | $105,173+0.6% | $87,102+21.5% | $77,775+36.1% |
| Participation rate | 93.9% | 85.8%+8.1pp | 76.9%+17.0pp | 73.2%+20.6pp |
| Annual return | 24.73% | 24.52%+0.2pp | 28.19%-3.5pp | 32.58%-7.8pp |
| Employer contribution / active EE | $4,691 | $2,890+62.3% | $2,521+86.0% | $2,504+87.3% |
| Participant deferral / active EE | $7,026 | $5,048+39.2% | $4,048+73.5% | $3,966+77.2% |
| Admin fee / account holder | $41 | $105-60.8% | $7,493-99.5% | $100-59.1% |