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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $732,801 |
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 | $105,585 | $71,813+47.0% | $119,628-11.7% | $78,104+35.2% |
| Participation rate | 79.5% | 81.7%-2.2pp | 79.3%+0.3pp | 74.5%+5.0pp |
| Annual return | -16.44% | -13.80%-2.6pp | -14.98%-1.5pp | 10.90%-27.3pp |
| Employer contribution / active EE | $5,759 | $2,836+103.1% | $4,232+36.1% | $3,128+84.1% |
| Participant deferral / active EE | $9,128 | $4,953+84.3% | $5,601+63.0% | $5,089+79.4% |
| Admin fee / account holder | $295 | $81+265.5% | $10,330-97.1% | $79+273.5% |