| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $169,929 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $34,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$48,772 |
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 | $117,015 | $67,512+73.3% | $185,854-37.0% | $93,010+25.8% |
| Participation rate | 80.8% | 67.1%+13.6pp | 81.7%-1.0pp | 73.9%+6.9pp |
| Annual return | 17.06% | 21.04%-4.0pp | 122.12%-105.1pp | 158.70%-141.6pp |
| Employer contribution / active EE | $3,674 | $1,783+106.0% | $5,169-28.9% | $2,705+35.8% |
| Participant deferral / active EE | $10,158 | $3,035+234.6% | $5,569+82.4% | $4,561+122.7% |
| Admin fee / account holder | $48 | $318-84.8% | $16,246-99.7% | $152-68.2% |