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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $8,385 |
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 | $105,137 | $96,458+9.0% | $136,298-22.9% | $77,958+34.9% |
| Participation rate | 97.8% | 75.4%+22.5pp | 81.9%+15.9pp | 71.6%+26.2pp |
| Annual return | 16.74% | 23.78%-7.0pp | 5156.27%-5139.5pp | 20.87%-4.1pp |
| Employer contribution / active EE | $2,872 | $3,144-8.6% | $4,696-38.8% | $2,310+24.3% |
| Participant deferral / active EE | $10,063 | $5,902+70.5% | $6,247+61.1% | $3,537+184.5% |
| Admin fee / account holder | $6 | $80-92.8% | $9,244-99.9% | $97-94.1% |