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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH LIFE AGENCY Service code 22 · EIN 13-2808480 | Insurance Broker | $64,687 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH I Service code 22 | Insurance Broker | $12,985 |
RETIREMENT STRATEGIES, INC.4+ years Filed as: RETIREMENT STRATEGIES INC Service code 13 | Contract Administrator | $12,257 |
HANCOCK ASKEW & CO., LLP2 years Service code 10 · EIN 58-0662558 | Accounting | $11,250 |
RETIREMENT STRATEGIES, INC.3 years Service code 17 · EIN 58-2380163 | Pension Consulting | $3,312 |
Filed as: MASS MUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $1,262 |
Filed as: MERRILL LYNCH PIERCE FENNER SMITH Service code 22 · EIN 13-5674085 | Insurance Broker | $0 |
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 | $155,005 | $73,102+112.0% | $123,553+25.5% | $56,289+175.4% |
| Participation rate | 95.0% | 74.3%+20.7pp | 82.3%+12.7pp | 69.9%+25.1pp |
| Annual return | -6.32% | 3.01%-9.3pp | 119.21%-125.5pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,877 | $2,977-36.9% | $4,628-59.4% | $2,111-11.1% |
| Participant deferral / active EE | $7,917 | $5,423+46.0% | $6,426+23.2% | $3,350+136.3% |
| Admin fee / account holder | $81 | $554-85.4% | $9,284-99.1% | $521-84.5% |