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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $13,331 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $7,279 |
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 | $110,028 | $60,119+83.0% | $90,430+21.7% | $79,858+37.8% |
| Participation rate | 98.5% | 65.0%+33.6pp | 72.7%+25.8pp | 69.6%+28.9pp |
| Annual return | 14.23% | 71.94%-57.7pp | 1293.73%-1279.5pp | 31.72%-17.5pp |
| Employer contribution / active EE | $6,952 | $2,068+236.2% | $3,262+113.1% | $2,471+181.4% |
| Participant deferral / active EE | $8,518 | $2,938+189.9% | $3,963+114.9% | $3,740+127.7% |
| Admin fee / account holder | $108 | $3,976-97.3% | $5,613-98.1% | $5,306-98.0% |