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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $78,980 |
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 | $99,971 | $52,122+91.8% | $104,301-4.2% | $64,819+54.2% |
| Participation rate | 91.8% | 56.0%+35.8pp | 73.3%+18.5pp | 71.5%+20.3pp |
| Annual return | -14.69% | 13.26%-27.9pp | 24.61%-39.3pp | 32.84%-47.5pp |
| Employer contribution / active EE | $4,507 | $1,627+177.1% | $3,373+33.6% | $2,507+79.8% |
| Participant deferral / active EE | $6,728 | $2,823+138.3% | $4,626+45.4% | $4,311+56.1% |
| Admin fee / account holder | $22 | $155-85.6% | $7,340-99.7% | $188-88.1% |