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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $109,710 |
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 | $55,174 | $88,581-37.7% | $74,184-25.6% | $65,292-15.5% |
| Participation rate | 97.0% | 86.2%+10.8pp | 76.6%+20.4pp | 72.4%+24.6pp |
| Annual return | 9.21% | 11.72%-2.5pp | 17.74%-8.5pp | 11.84%-2.6pp |
| Employer contribution / active EE | $1,989 | $3,021-34.1% | $2,370-16.1% | $2,302-13.6% |
| Participant deferral / active EE | $3,661 | $4,898-25.3% | $3,550+3.1% | $3,579+2.3% |
| Admin fee / account holder | $66 | $60+9.6% | $5,586-98.8% | $57+14.3% |