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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,079 |
ASCENSUS LLC2 years Filed as: FUTUREPLAN (ASCENSUS) Service code 15 · EIN 82-3719843 | Recordkeeping | $3,125 |
ASCENSUS LLC3 years Service code 13 · EIN 11-3665754 | Contract Administrator | $1,590 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,776 | $85,515-48.8% | $112,040-60.9% | $67,986-35.6% |
| Participation rate | 76.7% | 68.2%+8.5pp | 76.5%+0.2pp | 57.2%+19.5pp |
| Annual return | 14.17% | 29.68%-15.5pp | 24.52%-10.4pp | 31.67%-17.5pp |
| Employer contribution / active EE | $1,915 | $2,191-12.6% | $2,954-35.2% | $2,019-5.2% |
| Participant deferral / active EE | $3,351 | $4,014-16.5% | $5,098-34.3% | $3,358-0.2% |
| Admin fee / account holder | $280 | $3,774-92.6% | $12,098-97.7% | $3,203-91.2% |