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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 | $58,923+105.2% | $97,167+24.4% | $74,546+62.2% |
| Participation rate | 87.5% | 63.6%+23.9pp | 72.7%+14.8pp | 67.2%+20.3pp |
| Annual return | 17.31% | 16.04%+1.3pp | 75.27%-58.0pp | 1366.03%-1348.7pp |
| Employer contribution / active EE | $3,646 | $1,894+92.5% | $2,729+33.6% | $2,624+38.9% |
| Participant deferral / active EE | $7,475 | $3,664+104.0% | $4,264+75.3% | $4,347+71.9% |
| Admin fee / account holder | $244 | $1,974-87.6% | $5,650-95.7% | $1,944-87.4% |