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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $142,285 |
HARTLAND & CO1 year Filed as: HARTLAND AND CO. Service code 70 · EIN 34-1597728 | Consulting Fees | $42,234 |
Service code 10 3601 RIGBY ROAD · DAYTON, OH 45342 | Accounting | $14,100 |
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 | $62,508 | $100,921-38.1% | $82,312-24.1% | $177,276-64.7% |
| Participation rate | 96.9% | 86.9%+10.0pp | 76.9%+20.1pp | 74.8%+22.1pp |
| Annual return | 17.95% | 20.33%-2.4pp | 25.88%-7.9pp | 21.25%-3.3pp |
| Employer contribution / active EE | $2,091 | $3,145-33.5% | $2,428-13.9% | $2,479-15.6% |
| Participant deferral / active EE | $3,778 | $5,192-27.2% | $3,706+1.9% | $3,881-2.6% |
| Admin fee / account holder | $35 | $64-45.7% | $5,608-99.4% | $154-77.4% |