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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,731 |
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,770 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,010 | $57,330+37.8% | $86,656-8.8% | $75,177+5.1% |
| Participation rate | 84.6% | 63.2%+21.4pp | 71.7%+12.9pp | 67.2%+17.4pp |
| Annual return | 16.63% | 2675.40%-2658.8pp | 593.09%-576.5pp | 160.75%-144.1pp |
| Employer contribution / active EE | $3,858 | $2,316+66.5% | $3,025+27.5% | $2,671+44.4% |
| Participant deferral / active EE | $9,241 | $3,320+178.3% | $4,439+108.2% | $4,126+123.9% |
| Admin fee / account holder | $183 | $4,115-95.5% | $5,619-96.7% | $5,651-96.8% |