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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $818,399 |
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 | $127,214 | $84,149+51.2% | $130,026-2.2% | $103,514+22.9% |
| Participation rate | 80.3% | 81.0%-0.7pp | 78.5%+1.8pp | 73.3%+7.0pp |
| Annual return | 17.86% | 25.45%-7.6pp | -137.26%+155.1pp | 33.12%-15.3pp |
| Employer contribution / active EE | $6,277 | $2,687+133.6% | $4,321+45.3% | $3,210+95.5% |
| Participant deferral / active EE | $9,706 | $5,201+86.6% | $5,821+66.8% | $5,209+86.3% |
| Admin fee / account holder | $105 | $75+39.3% | $10,608-99.0% | $114-8.3% |