| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,619,441 |
AON CONSULTING3 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 | $124,714 | $106,994+16.6% | $135,998-8.3% | $96,393+29.4% |
| Participation rate | 95.4% | 72.5%+22.9pp | 81.9%+13.5pp | 71.3%+24.2pp |
| Annual return | 17.44% | 26.64%-9.2pp | 68.37%-50.9pp | 22.88%-5.4pp |
| Employer contribution / active EE | $2,607 | $3,391-23.1% | $4,860-46.3% | $3,239-19.5% |
| Participant deferral / active EE | $8,217 | $7,968+3.1% | $7,761+5.9% | $5,455+50.6% |
| Admin fee / account holder | $44 | $79-44.9% | $10,769-99.6% | $74-41.1% |