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| Provider | Service type | Compensation |
|---|---|---|
MERCER2+ years Service code 70 · EIN 06-1685865 | Consulting Fees | $66,872 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $13,272 |
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 | $160,589 | $71,802+123.7% | $133,975+19.9% | $57,661+178.5% |
| Participation rate | 98.1% | 85.5%+12.6pp | 87.1%+11.0pp | 70.2%+27.9pp |
| Annual return | 10.69% | 13.51%-2.8pp | 29.29%-18.6pp | 5.13%+5.6pp |
| Employer contribution / active EE | $6,769 | $3,161+114.1% | $5,211+29.9% | $1,974+242.9% |
| Participant deferral / active EE | $9,670 | $4,606+110.0% | $6,282+53.9% | $3,061+216.0% |
| Admin fee / account holder | $207 | $88+135.8% | $9,324-97.8% | $95+118.7% |