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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $722,912 |
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 | $128,639 | $86,580+48.6% | $146,649-12.3% | $101,555+26.7% |
| Participation rate | 80.8% | 80.7%0pp | 80.1%+0.7pp | 74.5%+6.2pp |
| Annual return | 17.02% | 30.94%-13.9pp | 22.75%-5.7pp | 21.00%-4.0pp |
| Employer contribution / active EE | $5,591 | $2,512+122.6% | $4,137+35.1% | $2,972+88.1% |
| Participant deferral / active EE | $8,637 | $4,413+95.7% | $5,506+56.9% | $4,874+77.2% |
| Admin fee / account holder | $194 | $71+172.1% | $10,281-98.1% | $139+39.4% |