| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,605,501 |
AON CONSULTING2 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $87,500 |
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 | $110,906 | $90,672+22.3% | $125,401-11.6% | $89,433+24.0% |
| Participation rate | 97.9% | 72.3%+25.7pp | 82.4%+15.6pp | 71.3%+26.7pp |
| Annual return | -15.19% | -6.42%-8.8pp | 572.53%-587.7pp | -11.88%-3.3pp |
| Employer contribution / active EE | $2,760 | $3,032-9.0% | $4,816-42.7% | $3,021-8.6% |
| Participant deferral / active EE | $8,550 | $7,210+18.6% | $7,448+14.8% | $5,125+66.8% |
| Admin fee / account holder | $49 | $69-29.1% | $10,008-99.5% | $79-38.4% |