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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 18 · EIN 13-5674085 | Investment management fees paid direc... | $44,831 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,680 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,954 | $52,967+224.6% | $172,753-0.5% | $65,186+163.8% |
| Participation rate | 93.8% | 66.2%+27.6pp | 82.6%+11.2pp | 70.2%+23.6pp |
| Annual return | 19.03% | 30.12%-11.1pp | 803.00%-784.0pp | 29.39%-10.4pp |
| Employer contribution / active EE | $6,823 | $2,190+211.5% | $5,144+32.6% | $2,177+213.5% |
| Participant deferral / active EE | $6,217 | $2,471+151.6% | $5,198+19.6% | $3,514+76.9% |
| Admin fee / account holder | $279 | $472-41.0% | $13,956-98.0% | $847-67.1% |