Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 9-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,471 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,032 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,367 | $81,276-58.9% | $155,574-78.6% | $80,925-58.8% |
| Participation rate | 75.8% | 66.2%+9.5pp | 78.2%-2.4pp | 67.7%+8.1pp |
| Annual return | 14.05% | 33.36%-19.3pp | 64.87%-50.8pp | 35.65%-21.6pp |
| Employer contribution / active EE | $1,141 | $3,103-63.2% | $4,676-75.6% | $2,756-58.6% |
| Participant deferral / active EE | $3,937 | $3,453+14.0% | $5,629-30.1% | $4,299-8.4% |
| Admin fee / account holder | $227 | $7,993-97.2% | $15,914-98.6% | $6,940-96.7% |