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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $20,131 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,276 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,230 | $60,139+65.0% | $90,461+9.7% | $79,856+24.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.05% | 71.96%-51.9pp | 1294.76%-1274.7pp | 31.71%-11.7pp |
| Employer contribution / active EE | $5,643 | $2,069+172.8% | $3,264+72.9% | $2,471+128.3% |
| Participant deferral / active EE | $9,555 | $2,939+225.1% | $3,964+141.0% | $3,741+155.4% |
| Admin fee / account holder | $171 | $3,978-95.7% | $5,617-97.0% | $5,306-96.8% |