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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,031 |
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 | $95,331 | $58,093+64.1% | $80,022+19.1% | $56,289+69.4% |
| Participation rate | 96.6% | 73.6%+22.9pp | 75.8%+20.7pp | 69.9%+26.7pp |
| Annual return | -4.97% | 34.63%-39.6pp | 11.22%-16.2pp | -9.96%+5.0pp |
| Employer contribution / active EE | $11,253 | $1,933+482.3% | $2,468+356.0% | $2,111+433.0% |
| Participant deferral / active EE | $12,618 | $3,136+302.4% | $3,686+242.4% | $3,350+276.7% |
| Admin fee / account holder | $39 | $623-93.8% | $6,521-99.4% | $521-92.5% |