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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $182,797 |
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 | $96,654 | $53,204+81.7% | $155,556-37.9% | $200,096-51.7% |
| Participation rate | 96.9% | 64.1%+32.8pp | 78.2%+18.6pp | 72.0%+24.8pp |
| Annual return | 12.65% | 41.02%-28.4pp | 64.84%-52.2pp | 34.26%-21.6pp |
| Employer contribution / active EE | $7,617 | $1,850+311.7% | $4,675+62.9% | $3,038+150.8% |
| Participant deferral / active EE | $5,020 | $3,163+58.7% | $5,631-10.8% | $5,090-1.4% |
| Admin fee / account holder | $65 | $186-65.3% | $15,885-99.6% | $269-76.0% |