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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,425 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,719 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,316 | $54,370+18.3% | $82,763-22.3% | $68,490-6.1% |
| Participation rate | 81.0% | 63.9%+17.1pp | 72.6%+8.5pp | 67.9%+13.1pp |
| Annual return | -16.75% | -13.67%-3.1pp | 702.45%-719.2pp | -7.85%-8.9pp |
| Employer contribution / active EE | $2,556 | $2,219+15.2% | $3,008-15.0% | $2,597-1.6% |
| Participant deferral / active EE | $6,495 | $3,247+100.0% | $4,395+47.8% | $4,028+61.3% |
| Admin fee / account holder | $209 | $4,398-95.2% | $5,325-96.1% | $5,403-96.1% |