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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $75,636 |
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 | $127,991 | $50,919+151.4% | $155,556-17.7% | $77,762+64.6% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.0pp |
| Annual return | 17.16% | 34.84%-17.7pp | 64.84%-47.7pp | 31.27%-14.1pp |
| Employer contribution / active EE | $6,249 | $1,991+213.8% | $4,675+33.6% | $2,728+129.0% |
| Participant deferral / active EE | $4,077 | $2,824+44.4% | $5,631-27.6% | $4,651-12.3% |
| Admin fee / account holder | $5 | $437-98.8% | $15,885-100.0% | $433-98.8% |