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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $27,485 |
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 | $54,829 | $73,404-25.3% | $87,103-37.1% | $67,582-18.9% |
| Participation rate | 91.1% | 80.9%+10.2pp | 76.9%+14.2pp | 71.3%+19.8pp |
| Annual return | 20.58% | 48.29%-27.7pp | 28.19%-7.6pp | 378.57%-358.0pp |
| Employer contribution / active EE | $1,724 | $2,014-14.4% | $2,521-31.6% | $2,148-19.7% |
| Participant deferral / active EE | $3,948 | $3,913+0.9% | $4,049-2.5% | $3,539+11.5% |
| Admin fee / account holder | $78 | $142-44.8% | $7,491-99.0% | $142-45.1% |