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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $108,511 |
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 | $235,223 | $111,491+111.0% | $189,534+24.1% | $86,828+170.9% |
| Participation rate | 98.4% | 87.3%+11.1pp | 87.8%+10.6pp | 72.3%+26.1pp |
| Annual return | 15.57% | 83.50%-67.9pp | 555.39%-539.8pp | 97.95%-82.4pp |
| Employer contribution / active EE | $8,967 | $3,951+126.9% | $6,162+45.5% | $2,406+272.7% |
| Participant deferral / active EE | $10,641 | $6,437+65.3% | $8,220+29.5% | $4,132+157.5% |
| Admin fee / account holder | $100 | $189-46.8% | $12,049-99.2% | $170-40.8% |