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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $24,388 |
Filed as: PORTFOLIO EVALUATIONS INC Service code 16 · EIN 22-3189064 | Consulting | $5,172 |
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 | $71,295 | $185,342-61.5% | $111,308-35.9% | $86,821-17.9% |
| Participation rate | 91.4% | 81.0%+10.4pp | 77.3%+14.1pp | 72.3%+19.1pp |
| Annual return | 12.93% | 500.80%-487.9pp | 54.67%-41.7pp | 97.94%-85.0pp |
| Employer contribution / active EE | $1,408 | $2,246-37.3% | $2,732-48.5% | $2,406-41.5% |
| Participant deferral / active EE | $4,151 | $4,458-6.9% | $4,487-7.5% | $4,132+0.5% |
| Admin fee / account holder | $84 | $255-67.0% | $7,965-98.9% | $170-50.3% |