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| Provider | Service type | Compensation |
|---|---|---|
Service code 50 · EIN 33-0688321 | Direct Payment | $21,500 |
Service code 50 · EIN 42-1557118 | Direct Payment | $19,204 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $3,110 |
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 | $139,468 | $107,378+29.9% | $108,582+28.4% | $57,658+141.9% |
| Participation rate | 77.2% | 77.1%+0.1pp | 79.6%-2.3pp | 70.2%+7.0pp |
| Annual return | 7.75% | 12.80%-5.1pp | -51.70%+59.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $741 | $1,782-58.4% | $3,758-80.3% | $1,974-62.4% |
| Participant deferral / active EE | $4,774 | $3,221+48.2% | $4,311+10.7% | $3,061+56.0% |
| Admin fee / account holder | $84 | $108-22.3% | $7,645-98.9% | $95-10.9% |