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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $259,587 |
RSM US LLP3 years Service code 10 · EIN 42-0714325 | Accounting | $16,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,939 | $87,621-40.7% | $86,436-39.9% | $77,904-33.3% |
| Participation rate | 95.3% | 85.8%+9.5pp | 80.3%+14.9pp | 73.7%+21.6pp |
| Annual return | -1.80% | -13.90%+12.1pp | 4394.89%-4396.7pp | 12.21%-14.0pp |
| Employer contribution / active EE | $675 | $3,474-80.6% | $3,769-82.1% | $2,848-76.3% |
| Participant deferral / active EE | $3,377 | $8,645-60.9% | $6,952-51.4% | $4,806-29.7% |
| Admin fee / account holder | $91 | $85+7.1% | $6,731-98.7% | $133-31.6% |