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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 | $43,496-31.7% | $161,489-81.6% | $64,340-53.8% |
| Participation rate | 70.3% | 53.5%+16.8pp | 78.7%-8.4pp | 55.2%+15.1pp |
| Annual return | 11.72% | 20.76%-9.0pp | 89.72%-78.0pp | 24.14%-12.4pp |
| Employer contribution / active EE | $2,481 | $1,431+73.4% | $4,268-41.9% | $1,862+33.3% |
| Participant deferral / active EE | $3,660 | $1,996+83.4% | $5,630-35.0% | $2,980+22.8% |
| Admin fee / account holder | $222 | $2,330-90.5% | $16,006-98.6% | $3,703-94.0% |