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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $114,225 |
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 | $87,079 | $79,519+9.5% | $95,960-9.3% | $73,412+18.6% |
| Participation rate | 72.6% | 81.2%-8.6pp | 77.1%-4.5pp | 72.2%+0.4pp |
| Annual return | 20.28% | 19.20%+1.1pp | 91.63%-71.4pp | 59.30%-39.0pp |
| Employer contribution / active EE | $1,769 | $2,048-13.6% | $2,541-30.4% | $2,234-20.8% |
| Participant deferral / active EE | $6,451 | $4,138+55.9% | $4,167+54.8% | $3,806+69.5% |
| Admin fee / account holder | $272 | $184+47.5% | $6,797-96.0% | $158+72.1% |