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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 | $50,860+151.7% | $155,574-17.7% | $77,714+64.7% |
| Participation rate | 92.6% | 63.1%+29.5pp | 78.2%+14.4pp | 70.6%+22.0pp |
| Annual return | 17.16% | 34.86%-17.7pp | 64.87%-47.7pp | 31.26%-14.1pp |
| Employer contribution / active EE | $6,249 | $1,991+213.9% | $4,676+33.6% | $2,727+129.2% |
| Participant deferral / active EE | $4,077 | $2,825+44.3% | $5,629-27.6% | $4,649-12.3% |
| Admin fee / account holder | $5 | $436-98.8% | $15,914-100.0% | $433-98.8% |