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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $123,462 |
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 | $200,440 | $88,515+126.4% | $162,185+23.6% | $67,584+196.6% |
| Participation rate | 97.6% | 86.8%+10.8pp | 87.6%+10.1pp | 71.3%+26.3pp |
| Annual return | 22.15% | 27.04%-4.9pp | 115.61%-93.5pp | 378.59%-356.4pp |
| Employer contribution / active EE | $8,045 | $3,563+125.8% | $5,613+43.3% | $2,148+274.6% |
| Participant deferral / active EE | $10,412 | $5,724+81.9% | $7,297+42.7% | $3,540+194.2% |
| Admin fee / account holder | $126 | $124+1.5% | $10,844-98.8% | $142-11.8% |