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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,170 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,735 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,924 | $59,006+104.9% | $97,295+24.3% | $74,478+62.4% |
| Participation rate | 87.5% | 63.7%+23.8pp | 72.7%+14.8pp | 67.2%+20.3pp |
| Annual return | 17.31% | 16.04%+1.3pp | 75.62%-58.3pp | 1370.56%-1353.3pp |
| Employer contribution / active EE | $3,646 | $1,894+92.5% | $2,723+33.9% | $2,626+38.8% |
| Participant deferral / active EE | $7,475 | $3,671+103.7% | $4,264+75.3% | $4,350+71.8% |
| Admin fee / account holder | $244 | $1,974-87.6% | $5,646-95.7% | $1,946-87.4% |