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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,235 |
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 | $37,929 | $46,332-18.1% | $143,799-73.6% | $64,819-41.5% |
| Participation rate | 92.0% | 64.2%+27.8pp | 80.3%+11.7pp | 71.5%+20.5pp |
| Annual return | -16.31% | -10.05%-6.3pp | -0.04%-16.3pp | 32.84%-49.1pp |
| Employer contribution / active EE | $2,108 | $1,911+10.3% | $4,952-57.4% | $2,507-15.9% |
| Participant deferral / active EE | $4,470 | $2,647+68.8% | $5,638-20.7% | $4,311+3.7% |
| Admin fee / account holder | $14 | $154-91.0% | $14,677-99.9% | $188-92.6% |