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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $2,474 |
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 | $246,210 | $130,294+89.0% | $170,043+44.8% | $71,511+244.3% |
| Participation rate | 84.0% | 86.2%-2.2pp | 87.0%-3.0pp | 67.9%+16.0pp |
| Annual return | 21.68% | 20.36%+1.3pp | 53.40%-31.7pp | 28.86%-7.2pp |
| Employer contribution / active EE | $10,104 | $4,385+130.4% | $6,790+48.8% | $2,589+290.2% |
| Participant deferral / active EE | $16,768 | $6,928+142.1% | $10,410+61.1% | $4,291+290.8% |
| Admin fee / account holder | $11 | $966-98.9% | $12,824-99.9% | $1,588-99.3% |