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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $10,602 |
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 | $39,835 | $58,859-32.3% | $129,397-69.2% | $77,714-48.7% |
| Participation rate | 96.8% | 59.3%+37.5pp | 69.6%+27.2pp | 70.6%+26.2pp |
| Annual return | 15.89% | 24.74%-8.8pp | 9453.98%-9438.1pp | 31.26%-15.4pp |
| Employer contribution / active EE | $950 | $1,952-51.3% | $4,154-77.1% | $2,727-65.2% |
| Participant deferral / active EE | $3,425 | $3,215+6.5% | $4,167-17.8% | $4,649-26.3% |
| Admin fee / account holder | $9 | $591-98.5% | $7,679-99.9% | $433-97.9% |