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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $89,246 |
GBQ PARTNERS2+ years Service code 10 230 WEST STREET · COLUMBUS, OH 43215 | Accounting | $12,400 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $376,061 | $75,183+400.2% | $123,894+203.5% | $55,167+581.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 81.4%+18.6pp | 69.0%+31.0pp |
| Annual return | 7.41% | 19.01%-11.6pp | 47.52%-40.1pp | 169.23%-161.8pp |
| Employer contribution / active EE | $11,451 | $2,823+305.6% | $4,617+148.0% | $1,963+483.5% |
| Participant deferral / active EE | $8,643 | $5,084+70.0% | $5,984+44.4% | $3,054+183.0% |
| Admin fee / account holder | $296 | $663-55.3% | $8,357-96.5% | $504-41.3% |