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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $128,653 |
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 | $212,431 | $112,711+88.5% | $170,055+24.9% | $80,187+164.9% |
| Participation rate | 97.3% | 87.4%+9.9pp | 87.0%+10.3pp | 72.9%+24.4pp |
| Annual return | 18.26% | 67.06%-48.8pp | 53.43%-35.2pp | 40.40%-22.1pp |
| Employer contribution / active EE | $10,241 | $4,488+128.2% | $6,790+50.8% | $2,980+243.7% |
| Participant deferral / active EE | $11,399 | $7,861+45.0% | $10,410+9.5% | $5,016+127.3% |
| Admin fee / account holder | $103 | $99+3.7% | $12,828-99.2% | $145-28.9% |