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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $106,868 |
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 | $223,231 | $111,608+100.0% | $177,839+25.5% | $73,415+204.1% |
| Participation rate | 98.4% | 87.9%+10.5pp | 87.7%+10.7pp | 72.2%+26.2pp |
| Annual return | 15.72% | 18.23%-2.5pp | 48.33%-32.6pp | 59.30%-43.6pp |
| Employer contribution / active EE | $8,513 | $3,796+124.3% | $5,919+43.8% | $2,234+281.1% |
| Participant deferral / active EE | $10,634 | $6,199+71.5% | $7,714+37.9% | $3,806+179.4% |
| Admin fee / account holder | $101 | $166-39.0% | $12,432-99.2% | $158-36.0% |