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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 52 | Indirect Investment Fees | $30,427 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,624 | $80,753-50.9% | $136,294-70.9% | $62,292-36.4% |
| Participation rate | 93.2% | 73.5%+19.6pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 12.29% | 35.83%-23.5pp | 5155.94%-5143.7pp | 28.90%-16.6pp |
| Employer contribution / active EE | $2,594 | $2,884-10.0% | $4,695-44.8% | $2,042+27.0% |
| Participant deferral / active EE | $8,051 | $5,164+55.9% | $6,247+28.9% | $3,169+154.1% |
| Admin fee / account holder | $22 | $525-95.9% | $9,243-99.8% | $479-95.5% |