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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $70,653 |
Filed as: PENSIONMARK FINANCIAL GROUP, LLC Service code 70 · EIN 61-1758632 | Consulting Fees | $10,000 |
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 | $38,371 | $134,045-71.4% | $80,022-52.0% | $75,289-49.0% |
| Participation rate | 93.9% | 85.8%+8.1pp | 75.8%+18.0pp | 72.4%+21.4pp |
| Annual return | -4.38% | -0.56%-3.8pp | 11.22%-15.6pp | -0.04%-4.3pp |
| Employer contribution / active EE | $1,889 | $3,492-45.9% | $2,468-23.4% | $2,405-21.4% |
| Participant deferral / active EE | $3,410 | $4,976-31.5% | $3,686-7.5% | $3,739-8.8% |
| Admin fee / account holder | $15 | $124-87.5% | $6,521-99.8% | $102-84.9% |