| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $193,139 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $9,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$79,794 |
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 | $88,575 | $47,456+86.6% | $172,757-48.7% | $77,775+13.9% |
| Participation rate | 82.7% | 66.3%+16.4pp | 82.6%0pp | 73.2%+9.5pp |
| Annual return | 27.21% | 35.57%-8.4pp | 803.06%-775.8pp | 32.58%-5.4pp |
| Employer contribution / active EE | $3,463 | $1,574+120.0% | $5,144-32.7% | $2,504+38.3% |
| Participant deferral / active EE | $9,081 | $2,560+254.8% | $5,198+74.7% | $3,966+129.0% |
| Admin fee / account holder | $38 | $81-52.7% | $13,956-99.7% | $100-61.8% |