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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,948 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,832 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,707 | $45,343-34.5% | $150,298-80.2% | $67,986-56.3% |
| Participation rate | 70.3% | 51.9%+18.4pp | 77.8%-7.5pp | 57.2%+13.1pp |
| Annual return | 11.72% | 33.28%-21.6pp | 62.79%-51.1pp | 31.67%-19.9pp |
| Employer contribution / active EE | $2,481 | $1,462+69.7% | $4,154-40.3% | $2,019+22.9% |
| Participant deferral / active EE | $3,660 | $2,055+78.1% | $5,453-32.9% | $3,358+9.0% |
| Admin fee / account holder | $222 | $2,250-90.1% | $14,116-98.4% | $3,203-93.1% |