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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $30,416 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,264 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,621 | $100,801+10.7% | $149,715-25.4% | $73,412+52.0% |
| Participation rate | 81.6% | 77.7%+3.9pp | 82.5%-0.9pp | 72.2%+9.4pp |
| Annual return | 34.06% | 265.34%-231.3pp | 276.66%-242.6pp | 59.30%-25.2pp |
| Employer contribution / active EE | $6,102 | $3,312+84.3% | $4,645+31.4% | $2,234+173.2% |
| Participant deferral / active EE | $12,794 | $6,404+99.8% | $6,842+87.0% | $3,806+236.2% |
| Admin fee / account holder | $143 | $181-21.1% | $9,310-98.5% | $158-9.6% |