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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,056 |
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 | $33,670 | $71,802-53.1% | $133,975-74.9% | $57,658-41.6% |
| Participation rate | 81.1% | 85.5%-4.3pp | 87.1%-5.9pp | 70.2%+10.9pp |
| Annual return | 18.86% | 13.51%+5.4pp | 29.29%-10.4pp | 5.13%+13.7pp |
| Employer contribution / active EE | $2,325 | $3,161-26.5% | $5,211-55.4% | $1,974+17.8% |
| Participant deferral / active EE | $5,203 | $4,606+13.0% | $6,282-17.2% | $3,061+70.0% |
| Admin fee / account holder | $3 | $88-96.5% | $9,324-100.0% | $95-96.7% |