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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 15 · EIN 13-5674085 4 WORLD FINANCIAL CENTER · NEW YORK, NY 10281 | Recordkeeping | $24,252 |
PAYCHEX, INC.1 year Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $17,754 |
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 | $44,686 | $65,437-31.7% | $86,698-48.5% | $66,949-33.3% |
| Participation rate | 98.8% | 75.5%+23.4pp | 76.6%+22.2pp | 69.8%+29.0pp |
| Annual return | -15.49% | -10.91%-4.6pp | 35.96%-51.5pp | 1.57%-17.1pp |
| Employer contribution / active EE | $4,402 | $2,154+104.4% | $2,837+55.2% | $2,545+72.9% |
| Participant deferral / active EE | $8,548 | $4,102+108.4% | $4,656+83.6% | $4,239+101.6% |
| Admin fee / account holder | $221 | $642-65.5% | $7,492-97.0% | $594-62.7% |