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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $233,494 |
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 | $52,058 | $136,266-61.8% | $90,767-42.6% | $77,906-33.2% |
| Participation rate | 91.3% | 86.6%+4.7pp | 75.7%+15.6pp | 73.7%+17.6pp |
| Annual return | -12.89% | -11.32%-1.6pp | -12.16%-0.7pp | 12.16%-25.0pp |
| Employer contribution / active EE | $2,216 | $4,215-47.4% | $2,922-24.2% | $2,846-22.2% |
| Participant deferral / active EE | $3,808 | $6,353-40.1% | $4,565-16.6% | $4,805-20.8% |
| Admin fee / account holder | $42 | $399-89.4% | $8,445-99.5% | $133-68.1% |