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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,895 |
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 | $149,358 | $72,352+106.4% | $142,516+4.8% | $71,511+108.9% |
| Participation rate | 86.6% | 71.7%+14.9pp | 76.8%+9.9pp | 67.9%+18.7pp |
| Annual return | 16.02% | 21.17%-5.1pp | 19.99%-4.0pp | 28.86%-12.8pp |
| Employer contribution / active EE | $4,552 | $3,800+19.8% | $4,849-6.1% | $2,589+75.8% |
| Participant deferral / active EE | $7,305 | $5,288+38.1% | $6,280+16.3% | $4,291+70.3% |
| Admin fee / account holder | $6 | $1,438-99.6% | $10,008-99.9% | $1,588-99.6% |