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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $118,558 |
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 | $172,722 | $80,005+115.9% | $140,019+23.4% | $55,727+209.9% |
| Participation rate | 97.6% | 87.0%+10.6pp | 87.5%+10.1pp | 70.9%+26.7pp |
| Annual return | -4.14% | 0.46%-4.6pp | 651.19%-655.3pp | 244.94%-249.1pp |
| Employer contribution / active EE | $7,378 | $3,403+116.8% | $5,605+31.6% | $2,078+255.0% |
| Participant deferral / active EE | $10,463 | $5,264+98.8% | $6,927+51.1% | $3,356+211.8% |
| Admin fee / account holder | $125 | $116+7.9% | $10,705-98.8% | $115+8.3% |