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) | $30,138 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,452 |
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 | $84,275 | $85,135-1.0% | $98,920-14.8% | $73,412+14.8% |
| Participation rate | 66.9% | 81.1%-14.2pp | 76.0%-9.1pp | 72.2%-5.3pp |
| Annual return | 14.86% | 19.14%-4.3pp | 196.47%-181.6pp | 59.30%-44.4pp |
| Employer contribution / active EE | $1,052 | $2,721-61.3% | $2,689-60.9% | $2,234-52.9% |
| Participant deferral / active EE | $2,344 | $4,349-46.1% | $4,245-44.8% | $3,806-38.4% |
| Admin fee / account holder | $252 | $139+80.8% | $6,643-96.2% | $158+59.5% |