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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH CONSULTING SERVICES Service code 70 · EIN 94-1687665 | Consulting Fees | $52,172 |
Filed as: MERRILL LYNCH Service code 70 · EIN 94-1687665 | Consulting Fees | $14,601 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,065 |
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 | $115,117 | $42,582+170.3% | $171,082-32.7% | $57,658+99.7% |
| Participation rate | 97.0% | 63.9%+33.1pp | 76.7%+20.3pp | 70.2%+26.8pp |
| Annual return | 8.74% | 308.67%-299.9pp | 32.56%-23.8pp | 5.13%+3.6pp |
| Employer contribution / active EE | $3,169 | $1,306+142.6% | $4,002-20.8% | $1,974+60.5% |
| Participant deferral / active EE | $9,003 | $2,933+206.9% | $4,797+87.7% | $3,061+194.2% |
| Admin fee / account holder | $189 | $82+129.0% | $8,520-97.8% | $95+99.5% |