Filed June 23, 2025 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,190 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,984 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,748 | $66,319+21.8% | $93,621-13.7% | $65,186+23.9% |
| Participation rate | 67.1% | 74.0%-6.9pp | 75.8%-8.7pp | 70.2%-3.1pp |
| Annual return | 21.82% | 42.59%-20.8pp | 32.76%-10.9pp | 29.39%-7.6pp |
| Employer contribution / active EE | $1,059 | $2,013-47.4% | $2,719-61.1% | $2,177-51.4% |
| Participant deferral / active EE | $2,416 | $3,343-27.7% | $4,070-40.6% | $3,514-31.2% |
| Admin fee / account holder | $241 | $6,900-96.5% | $7,890-97.0% | $847-71.6% |