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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $74,285 |
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 | $89,714 | $59,186+51.6% | $76,768+16.9% | $56,287+59.4% |
| Participation rate | 72.9% | 75.2%-2.3pp | 77.0%-4.0pp | 69.9%+3.1pp |
| Annual return | -6.11% | 6.62%-12.7pp | 2.43%-8.5pp | -9.96%+3.8pp |
| Employer contribution / active EE | $590 | $1,759-66.5% | $2,485-76.3% | $2,111-72.1% |
| Participant deferral / active EE | $3,446 | $3,255+5.9% | $3,852-10.5% | $3,350+2.9% |
| Admin fee / account holder | $8 | $489-98.4% | $6,675-99.9% | $521-98.5% |