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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,276 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,071 | $65,434+17.8% | $98,483-21.7% | $85,847-10.2% |
| Participation rate | 80.8% | 65.0%+15.8pp | 73.3%+7.4pp | 69.3%+11.5pp |
| Annual return | 15.48% | 21.75%-6.3pp | 1494.38%-1478.9pp | 318.61%-303.1pp |
| Employer contribution / active EE | $3,047 | $2,169+40.5% | $2,961+2.9% | $2,565+18.8% |
| Participant deferral / active EE | $8,226 | $3,168+159.7% | $4,276+92.4% | $3,952+108.1% |
| Admin fee / account holder | $408 | $4,595-91.1% | $5,953-93.2% | $6,261-93.5% |