Filed March 11, 2016 (most recent of 2 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $271,222 |
BDO USA, LLP7 years Filed as: BDO Service code 10 · EIN 13-5381590 | Accounting | $54,200 |
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 | $77,092 | $104,544-26.3% | $96,564-20.2% | $80,187-3.9% |
| Participation rate | 97.1% | 86.4%+10.7pp | 76.0%+21.1pp | 72.9%+24.1pp |
| Annual return | 19.81% | 21.79%-2.0pp | 25.89%-6.1pp | 40.40%-20.6pp |
| Employer contribution / active EE | $3,651 | $3,527+3.5% | $2,967+23.1% | $2,980+22.5% |
| Participant deferral / active EE | $7,048 | $6,170+14.2% | $4,852+45.3% | $5,016+40.5% |
| Admin fee / account holder | $96 | $107-10.2% | $8,256-98.8% | $145-33.8% |