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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $7,955 |
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 | $65,976 | $56,640+16.5% | $78,002-15.4% | $55,167+19.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.5%+24.5pp | 69.0%+31.0pp |
| Annual return | 44.91% | 2868.48%-2823.6pp | 425.99%-381.1pp | 169.23%-124.3pp |
| Employer contribution / active EE | $7,235 | $1,724+319.8% | $2,470+192.9% | $1,963+268.7% |
| Participant deferral / active EE | $11,610 | $2,778+317.9% | $3,497+232.0% | $3,054+280.1% |
| Admin fee / account holder | $44 | $467-90.6% | $5,481-99.2% | $504-91.3% |