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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,724 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,029 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,241 | $60,139+16.8% | $90,461-22.4% | $79,856-12.0% |
| Participation rate | 80.7% | 65.0%+15.7pp | 72.7%+8.0pp | 69.6%+11.1pp |
| Annual return | 10.52% | 71.96%-61.4pp | 1294.76%-1284.2pp | 31.71%-21.2pp |
| Employer contribution / active EE | $2,854 | $2,069+38.0% | $3,264-12.5% | $2,471+15.5% |
| Participant deferral / active EE | $7,045 | $2,939+139.7% | $3,964+77.7% | $3,741+88.4% |
| Admin fee / account holder | $195 | $3,978-95.1% | $5,617-96.5% | $5,306-96.3% |