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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,750 |
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 | $28,284 | $62,928-55.1% | $172,755-83.6% | $67,579-58.1% |
| Participation rate | 89.6% | 64.5%+25.2pp | 82.6%+7.0pp | 71.3%+18.3pp |
| Annual return | 27.92% | 30.36%-2.4pp | 802.94%-775.0pp | 378.56%-350.6pp |
| Employer contribution / active EE | $1,037 | $1,636-36.6% | $5,144-79.8% | $2,148-51.7% |
| Participant deferral / active EE | $3,770 | $2,145+75.8% | $5,198-27.5% | $3,539+6.5% |
| Admin fee / account holder | $11 | $167-93.4% | $13,955-99.9% | $142-92.3% |