Filed July 1, 2025 (most recent of 2 filings on file)
Total covered: 4 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $36,185 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,038 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,244 | $81,487+45.1% | $102,412+15.5% | $80,935+46.1% |
| Participation rate | 97.6% | 66.8%+30.8pp | 74.5%+23.1pp | 67.7%+30.0pp |
| Annual return | 13.40% | 25.60%-12.2pp | 24.94%-11.5pp | 35.66%-22.3pp |
| Employer contribution / active EE | $10,817 | $3,103+248.6% | $3,870+179.5% | $2,757+292.4% |
| Participant deferral / active EE | $6,544 | $3,871+69.1% | $5,060+29.3% | $4,299+52.2% |
| Admin fee / account holder | $403 | $6,717-94.0% | $8,388-95.2% | $6,924-94.2% |