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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $36,701 |
ASCENSUS LLC5 years Service code 13 · EIN 11-3665754 | Contract Administrator | $10,810 |
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 | $133,423 | $58,258+129.0% | $81,820+63.1% | $80,925+64.9% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.07% | 41.76%-26.7pp | 777.93%-762.9pp | 35.65%-20.6pp |
| Employer contribution / active EE | $8,872 | $2,345+278.3% | $2,915+204.4% | $2,756+221.9% |
| Participant deferral / active EE | $11,410 | $3,284+247.5% | $4,323+164.0% | $4,299+165.4% |
| Admin fee / account holder | $257 | $4,976-94.8% | $7,391-96.5% | $6,940-96.3% |