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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,276 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,586 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,746 | $77,908-65.7% | $149,696-82.1% | $75,173-64.4% |
| Participation rate | 86.5% | 65.6%+20.9pp | 78.8%+7.7pp | 67.2%+19.3pp |
| Annual return | 9.88% | 31.73%-21.9pp | 134.46%-124.6pp | 160.72%-150.8pp |
| Employer contribution / active EE | $1,311 | $3,138-58.2% | $4,821-72.8% | $2,671-50.9% |
| Participant deferral / active EE | $3,511 | $3,411+2.9% | $5,682-38.2% | $4,126-14.9% |
| Admin fee / account holder | $178 | $5,950-97.0% | $13,212-98.7% | $5,651-96.9% |