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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $29,403 |
AON CONSULTING1 year Filed as: AON HEWITT INVESTMENT Service code 70 · EIN 36-3109431 | Consulting Fees | $10,081 |
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 | $73,742 | $102,255-27.9% | $118,746-37.9% | $77,958-5.4% |
| Participation rate | 97.6% | 84.8%+12.8pp | 78.3%+19.4pp | 71.6%+26.0pp |
| Annual return | 23.39% | 65.05%-41.7pp | 24.54%-1.1pp | 20.87%+2.5pp |
| Employer contribution / active EE | $7,726 | $4,931+56.7% | $4,193+84.3% | $2,310+234.4% |
| Participant deferral / active EE | $7,740 | $5,974+29.6% | $5,332+45.2% | $3,537+118.9% |
| Admin fee / account holder | $30 | $79-62.1% | $10,720-99.7% | $97-69.3% |