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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,879 |
ASCENSUS LLC2 years Service code 13 · EIN 11-3665754 | Contract Administrator | $3,775 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 15 · EIN 82-3719843 | Recordkeeping | $1,000 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,987 | $79,181-58.3% | $102,423-67.8% | $74,429-55.7% |
| Participation rate | 83.2% | 74.8%+8.4pp | 76.5%+6.7pp | 67.2%+16.0pp |
| Annual return | 7.01% | 54.97%-48.0pp | 29.42%-22.4pp | 1368.38%-1361.4pp |
| Employer contribution / active EE | $1,992 | $2,362-15.6% | $3,023-34.1% | $2,625-24.1% |
| Participant deferral / active EE | $3,192 | $4,416-27.7% | $5,054-36.8% | $4,348-26.6% |
| Admin fee / account holder | $249 | $2,002-87.6% | $9,455-97.4% | $1,944-87.2% |