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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $245,573 |
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 | $61,248 | $114,195-46.4% | $106,554-42.5% | $93,010-34.1% |
| Participation rate | 91.5% | 86.4%+5.1pp | 76.1%+15.3pp | 73.9%+17.6pp |
| Annual return | 13.14% | 22.18%-9.0pp | 26.80%-13.7pp | 158.70%-145.6pp |
| Employer contribution / active EE | $2,069 | $4,009-48.4% | $2,819-26.6% | $2,705-23.5% |
| Participant deferral / active EE | $3,711 | $5,908-37.2% | $4,398-15.6% | $4,561-18.6% |
| Admin fee / account holder | $46 | $105-56.2% | $7,408-99.4% | $152-69.7% |