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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $35,097 |
Filed as: GALLAGHER BENEFIT SERVICES, INC. Service code 70 TWO PIERCE PLACE · ITASCA, IL 60143 | Consulting Fees | $23,286 |
NFP RETIREMENT INC1+ years Filed as: NFP ADVISOR SERVICES, LLC Service code 50 30150 TELEGRAPH SUITE 408 · BINGHAM FARMS, MI 48025 | Direct Payment | $5,821 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $46,938 | $71,957-34.8% | $67,652-30.6% | $59,188-20.7% |
| Participation rate | 82.7% | 82.7%+0.1pp | 75.7%+7.1pp | 69.4%+13.3pp |
| Annual return | -1.45% | 8.53%-10.0pp | 6625.40%-6626.9pp | 5.51%-7.0pp |
| Employer contribution / active EE | $1,072 | $2,432-55.9% | $2,266-52.7% | $2,098-48.9% |
| Participant deferral / active EE | $3,840 | $4,211-8.8% | $3,560+7.9% | $3,265+17.6% |
| Admin fee / account holder | $49 | $64-23.8% | $4,821-99.0% | $92-47.0% |