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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH PIERCE FENNER & Service code 26 · EIN 13-5674085 | Advisory (Participants) | $4,335 |
Service code 37 · EIN 04-2647786 | Loan Processing | $612 |
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 | $86,997 | $80,753+7.7% | $136,298-36.2% | $62,293+39.7% |
| Participation rate | 90.4% | 73.5%+16.8pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 22.95% | 35.83%-12.9pp | 5156.27%-5133.3pp | 28.90%-5.9pp |
| Employer contribution / active EE | $2,836 | $2,884-1.6% | $4,696-39.6% | $2,042+38.9% |
| Participant deferral / active EE | $11,104 | $5,164+115.0% | $6,247+77.7% | $3,169+250.4% |
| Admin fee / account holder | $26 | $525-95.1% | $9,244-99.7% | $479-94.7% |