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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $14,590 |
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 | $185,364 | $71,523+159.2% | $98,461+88.3% | $71,511+159.2% |
| Participation rate | 98.3% | 72.7%+25.6pp | 75.2%+23.1pp | 67.9%+30.4pp |
| Annual return | 15.46% | 32.43%-17.0pp | 21.17%-5.7pp | 28.86%-13.4pp |
| Employer contribution / active EE | $11,300 | $2,399+371.0% | $3,049+270.7% | $2,589+336.4% |
| Participant deferral / active EE | $14,394 | $4,109+250.3% | $4,738+203.8% | $4,291+235.5% |
| Admin fee / account holder | $52 | $1,676-96.9% | $8,961-99.4% | $1,588-96.7% |