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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 | $58,234+129.1% | $81,783+63.1% | $80,874+65.0% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.4%+27.6pp | 67.6%+32.4pp |
| Annual return | 15.07% | 41.70%-26.6pp | 775.05%-760.0pp | 35.62%-20.5pp |
| Employer contribution / active EE | $8,872 | $2,341+278.9% | $2,913+204.6% | $2,756+222.0% |
| Participant deferral / active EE | $11,410 | $3,283+247.6% | $4,320+164.1% | $4,297+165.5% |
| Admin fee / account holder | $257 | $4,982-94.8% | $7,380-96.5% | $6,935-96.3% |