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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,707 | $46,688-36.4% | $189,758-84.3% | $69,733-57.4% |
| Participation rate | 70.3% | 61.7%+8.6pp | 79.8%-9.5pp | 62.5%+7.8pp |
| Annual return | 11.72% | 14.35%-2.6pp | 52.62%-40.9pp | 15.22%-3.5pp |
| Employer contribution / active EE | $2,481 | $1,695+46.4% | $4,767-47.9% | $2,250+10.3% |
| Participant deferral / active EE | $3,660 | $2,143+70.8% | $5,856-37.5% | $3,054+19.8% |
| Admin fee / account holder | $222 | $1,700-86.9% | $20,388-98.9% | $3,102-92.8% |