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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $6,787 |
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 | $81,194 | $82,163-1.2% | $125,381-35.2% | $64,819+25.3% |
| Participation rate | 93.0% | 77.9%+15.1pp | 82.4%+10.6pp | 71.5%+21.5pp |
| Annual return | -14.26% | 3.49%-17.8pp | 572.31%-586.6pp | 32.84%-47.1pp |
| Employer contribution / active EE | $3,435 | $3,616-5.0% | $4,815-28.7% | $2,507+37.0% |
| Participant deferral / active EE | $9,881 | $7,175+37.7% | $7,448+32.7% | $4,311+129.2% |
| Admin fee / account holder | $20 | $163-87.6% | $10,007-99.8% | $188-89.2% |