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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $122,722 |
CLEARSTEAD ADVISORS, LLC3 years Service code 50 · EIN 34-1597728 | Direct Payment | $26,790 |
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 | $197,861 | $100,573+96.7% | $53,647+268.8% | $100,573+96.7% |
| Participation rate | 86.8% | 70.9%+15.8pp | 56.3%+30.5pp | 70.9%+15.8pp |
| Annual return | 14.19% | 18.89%-4.7pp | 358.33%-344.1pp | 18.89%-4.7pp |
| Employer contribution / active EE | $5,839 | $3,763+55.1% | $962+506.9% | $3,763+55.1% |
| Participant deferral / active EE | $11,308 | $4,921+129.8% | $1,813+523.6% | $4,921+129.8% |
| Admin fee / account holder | $139 | $454-69.3% | $2,460-94.3% | $454-69.3% |