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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 | $58,911-32.4% | $129,384-69.2% | $77,736-48.8% |
| Participation rate | 96.8% | 59.4%+37.4pp | 69.6%+27.2pp | 70.6%+26.2pp |
| Annual return | 15.89% | 24.75%-8.9pp | 9461.77%-9445.9pp | 31.26%-15.4pp |
| Employer contribution / active EE | $950 | $1,955-51.4% | $4,153-77.1% | $2,728-65.2% |
| Participant deferral / active EE | $3,425 | $3,220+6.4% | $4,166-17.8% | $4,651-26.3% |
| Admin fee / account holder | $9 | $592-98.5% | $7,686-99.9% | $433-97.9% |