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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $5,711 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,933 | $44,221-23.3% | $121,220-72.0% | $56,289-39.7% |
| Participation rate | 97.4% | 61.1%+36.3pp | 71.8%+25.6pp | 69.9%+27.5pp |
| Annual return | -5.32% | -3.58%-1.7pp | 16.94%-22.3pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,468 | $1,480-0.8% | $4,023-63.5% | $2,111-30.5% |
| Participant deferral / active EE | $5,871 | $2,521+132.9% | $3,345+75.5% | $3,350+75.3% |
| Admin fee / account holder | $24 | $480-94.9% | $5,021-99.5% | $521-95.3% |