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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $146,458 |
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 | $55,466 | $105,190-47.3% | $98,920-43.9% | $90,274-38.6% |
| Participation rate | 90.9% | 86.4%+4.6pp | 76.0%+14.9pp | 73.4%+17.6pp |
| Annual return | 16.96% | 18.52%-1.6pp | 196.47%-179.5pp | 53.97%-37.0pp |
| Employer contribution / active EE | $2,075 | $3,831-45.8% | $2,689-22.8% | $2,523-17.8% |
| Participant deferral / active EE | $3,595 | $5,616-36.0% | $4,245-15.3% | $4,231-15.0% |
| Admin fee / account holder | $28 | $97-71.1% | $6,643-99.6% | $114-75.3% |