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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $12,420 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,741 | $79,438+155.2% | $106,555+90.3% | $79,391+155.4% |
| Participation rate | 99.1% | 74.2%+24.9pp | 76.1%+23.0pp | 70.7%+28.4pp |
| Annual return | 17.40% | 18.27%-0.9pp | 26.80%-9.4pp | 116.88%-99.5pp |
| Employer contribution / active EE | $11,140 | $2,235+398.5% | $2,819+295.1% | $2,428+358.9% |
| Participant deferral / active EE | $14,449 | $3,824+277.9% | $4,399+228.5% | $4,046+257.1% |
| Admin fee / account holder | $83 | $523-84.1% | $7,408-98.9% | $627-86.7% |