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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 4800 DEER LAKE SERVICES · JACKSONVILLE, FL 32246 | Advisory (Participants) | $48,859 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | -$59,704 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,002 | $65,592+14.3% | $90,161-16.8% | $69,631+7.7% |
| Participation rate | 83.1% | 77.6%+5.4pp | 76.9%+6.2pp | 70.7%+12.4pp |
| Annual return | 21.37% | 57.10%-35.7pp | 34.89%-13.5pp | 27571.02%-27549.6pp |
| Employer contribution / active EE | $2,250 | $2,193+2.6% | $3,318-32.2% | $2,032+10.7% |
| Participant deferral / active EE | $9,935 | $5,257+89.0% | $5,287+87.9% | $3,224+208.2% |
| Admin fee / account holder | -$23 | $86-126.7% | $5,943-100.4% | $110-120.7% |