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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $175 |
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 | $73,389 | $63,924+14.8% | $108,582-32.4% | $55,167+33.0% |
| Participation rate | 90.5% | 74.3%+16.1pp | 79.6%+10.9pp | 69.0%+21.5pp |
| Annual return | 6.35% | 15.31%-9.0pp | -51.70%+58.0pp | 169.23%-162.9pp |
| Employer contribution / active EE | $2,575 | $1,879+37.0% | $3,758-31.5% | $1,963+31.2% |
| Participant deferral / active EE | $1,835 | $3,067-40.2% | $4,311-57.4% | $3,054-39.9% |
| Admin fee / account holder | $1 | $618-99.9% | $7,645-100.0% | $504-99.8% |