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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $29,055 |
MEISEL, TUTEUR & LEWIS1+ years Service code 50 · EIN 22-3123305 | Direct Payment | $21,352 |
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 | $60,033 | $81,321-26.2% | $68,509-12.4% | $59,188+1.4% |
| Participation rate | 94.7% | 83.8%+10.9pp | 74.7%+20.0pp | 69.4%+25.3pp |
| Annual return | 0.19% | 4.65%-4.5pp | 8.27%-8.1pp | 5.51%-5.3pp |
| Employer contribution / active EE | $2,911 | $3,297-11.7% | $2,278+27.8% | $2,098+38.7% |
| Participant deferral / active EE | $3,367 | $4,592-26.7% | $3,382-0.4% | $3,265+3.1% |
| Admin fee / account holder | $15 | $62-76.1% | $5,275-99.7% | $92-84.0% |