| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,128,202 |
Filed as: BANK OF NEW YORK MELLON Service code 27 · EIN 13-5160382 | Advisory (Plan) | $239,869 |
AON CONSULTING4 years Filed as: AON HEWITT Service code 16 · EIN 36-3109431 | Consulting | $96,792 |
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 | $141,878 | $128,169+10.7% | $147,117-3.6% | $106,553+33.2% |
| Participation rate | 98.0% | 67.3%+30.7pp | 82.2%+15.9pp | 69.8%+28.2pp |
| Annual return | 14.34% | 17.88%-3.5pp | 420.54%-406.2pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,081 | $3,374-8.7% | $4,932-37.5% | $3,359-8.3% |
| Participant deferral / active EE | $9,981 | $7,665+30.2% | $8,065+23.8% | $5,562+79.4% |
| Admin fee / account holder | $40 | $88-54.0% | $12,993-99.7% | $80-49.2% |