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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $217,508 |
Service code 70 · EIN 82-1674597 | Consulting Fees | $18,000 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,272 | $107,415+28.7% | $135,942+1.7% | $80,149+72.5% |
| Participation rate | 94.1% | 78.0%+16.1pp | 81.9%+12.2pp | 72.9%+21.2pp |
| Annual return | 17.48% | 91.99%-74.5pp | 68.28%-50.8pp | 40.39%-22.9pp |
| Employer contribution / active EE | $6,427 | $3,878+65.7% | $4,858+32.3% | $2,977+115.9% |
| Participant deferral / active EE | $11,390 | $8,189+39.1% | $7,759+46.8% | $5,015+127.1% |
| Admin fee / account holder | $163 | $127+28.6% | $10,764-98.5% | $145+12.7% |