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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $66,316 |
GOLDIN PEISER & PEISER1 year Filed as: GOLDIN PEISER & PEISER, LLP Service code 10 16800 N. DALLAS PARKWAY · DALLAS, TX 75248 | Accounting | $15,339 |
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 | $108,891 | $65,118+67.2% | $76,768+41.8% | $55,725+95.4% |
| Participation rate | 93.9% | 79.6%+14.3pp | 77.0%+17.0pp | 70.9%+23.1pp |
| Annual return | 1019.46% | -1.27%+1020.7pp | 2.43%+1017.0pp | 244.93%+774.5pp |
| Employer contribution / active EE | $1,587 | $1,941-18.3% | $2,485-36.2% | $2,078-23.7% |
| Participant deferral / active EE | $5,121 | $3,688+38.8% | $3,852+33.0% | $3,356+52.6% |
| Admin fee / account holder | $130 | $116+12.0% | $6,675-98.1% | $115+12.6% |