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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,707 | $49,915-40.5% | $154,803-80.8% | $74,304-60.0% |
| Participation rate | 70.3% | 54.0%+16.3pp | 78.1%-7.8pp | 60.3%+9.9pp |
| Annual return | 11.72% | 34.06%-22.3pp | 58.88%-47.2pp | 29.43%-17.7pp |
| Employer contribution / active EE | $2,481 | $1,611+54.0% | $4,305-42.4% | $2,241+10.7% |
| Participant deferral / active EE | $3,660 | $2,255+62.3% | $5,540-33.9% | $3,767-2.9% |
| Admin fee / account holder | $222 | $2,189-89.8% | $14,329-98.4% | $2,969-92.5% |