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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $98,300 |
Service code 50 · EIN 04-2647786 | Direct Payment | $22,873 |
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 | $82,192 | $113,995-27.9% | $127,803-35.7% | $77,775+5.7% |
| Participation rate | 98.5% | 85.7%+12.8pp | 79.0%+19.5pp | 73.2%+25.3pp |
| Annual return | 294.78% | 26.09%+268.7pp | 26.14%+268.6pp | 32.58%+262.2pp |
| Employer contribution / active EE | $6,031 | $6,012+0.3% | $4,576+31.8% | $2,504+140.9% |
| Participant deferral / active EE | $5,321 | $7,267-26.8% | $6,023-11.7% | $3,966+34.2% |
| Admin fee / account holder | $35 | $108-67.3% | $9,399-99.6% | $100-64.7% |