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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,172 |
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 | $25,923 | $48,064-46.1% | $78,778-67.1% | $69,631-62.8% |
| Participation rate | 88.8% | 61.6%+27.3pp | 69.2%+19.6pp | 70.7%+18.1pp |
| Annual return | 14.37% | 21.81%-7.4pp | 35.62%-21.2pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $655 | $744-11.9% | $1,986-67.0% | $2,032-67.8% |
| Participant deferral / active EE | $1,291 | $2,079-37.9% | $2,958-56.3% | $3,224-59.9% |
| Admin fee / account holder | $5 | $152-97.0% | $5,134-99.9% | $110-95.8% |