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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $21,418 |
Filed as: CAPTRUST Service code 70 · EIN 26-0058143 | Consulting Fees | $7,103 |
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 | $66,319 | $99,201-33.1% | $96,544-31.3% | $74,473-10.9% |
| Participation rate | 91.2% | 80.7%+10.5pp | 76.0%+15.2pp | 70.7%+20.5pp |
| Annual return | 16.62% | 22.40%-5.8pp | 25.88%-9.3pp | 34.36%-17.7pp |
| Employer contribution / active EE | $1,543 | $2,570-40.0% | $2,966-48.0% | $2,638-41.5% |
| Participant deferral / active EE | $4,556 | $4,938-7.7% | $4,851-6.1% | $4,530+0.6% |
| Admin fee / account holder | $85 | $225-62.1% | $8,254-99.0% | $347-75.4% |