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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,102 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $3,130 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,676 | $76,112-49.2% | $96,534-59.9% | $71,511-45.9% |
| Participation rate | 82.3% | 74.4%+7.9pp | 76.0%+6.3pp | 67.9%+14.4pp |
| Annual return | 15.24% | 22.81%-7.6pp | 25.88%-10.6pp | 28.86%-13.6pp |
| Employer contribution / active EE | $1,647 | $2,248-26.7% | $2,965-44.5% | $2,589-36.4% |
| Participant deferral / active EE | $2,684 | $4,217-36.4% | $4,851-44.7% | $4,291-37.5% |
| Admin fee / account holder | $223 | $2,708-91.8% | $8,253-97.3% | $1,588-85.9% |