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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $118,025 |
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 | $191,841 | $86,897+120.8% | $151,634+26.5% | $64,829+195.9% |
| Participation rate | 97.6% | 87.3%+10.3pp | 87.5%+10.1pp | 71.5%+26.1pp |
| Annual return | -14.45% | -3.57%-10.9pp | 3.32%-17.8pp | 32.85%-47.3pp |
| Employer contribution / active EE | $9,534 | $4,010+137.7% | $6,165+54.6% | $2,507+280.3% |
| Participant deferral / active EE | $10,835 | $6,690+62.0% | $8,363+29.6% | $4,312+151.3% |
| Admin fee / account holder | $102 | $153-33.6% | $11,614-99.1% | $188-45.9% |