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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,625 |
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 | $110,198 | $54,573+101.9% | $90,965+21.1% | $73,493+49.9% |
| Participation rate | 76.5% | 61.2%+15.4pp | 69.0%+7.5pp | 70.7%+5.9pp |
| Annual return | 11.58% | 16.69%-5.1pp | 134.57%-123.0pp | 28.51%-16.9pp |
| Employer contribution / active EE | $781 | $991-21.2% | $2,122-63.2% | $2,270-65.6% |
| Participant deferral / active EE | $5,193 | $2,517+106.3% | $3,373+54.0% | $3,740+38.9% |
| Admin fee / account holder | $35 | $521-93.2% | $5,960-99.4% | $513-93.1% |