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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,335 |
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 | $63,587 | $61,052+4.2% | $142,898-55.5% | $79,391-19.9% |
| Participation rate | 93.7% | 60.1%+33.6pp | 72.0%+21.7pp | 70.7%+23.0pp |
| Annual return | 15.78% | 16.02%-0.2pp | 5639.64%-5623.9pp | 116.88%-101.1pp |
| Employer contribution / active EE | $1,727 | $1,481+16.7% | $4,146-58.3% | $2,428-28.9% |
| Participant deferral / active EE | $7,567 | $2,879+162.8% | $3,838+97.1% | $4,046+87.0% |
| Admin fee / account holder | $9 | $659-98.6% | $6,560-99.9% | $627-98.5% |