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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $16,845 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,404 | $123,793-32.6% | $177,848-53.1% | $79,856+4.4% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.2pp | 69.6%+18.3pp |
| Annual return | 25.39% | 22.82%+2.6pp | 48.33%-22.9pp | 31.71%-6.3pp |
| Employer contribution / active EE | $7,189 | $4,095+75.6% | $5,919+21.5% | $2,471+190.9% |
| Participant deferral / active EE | $11,636 | $5,956+95.4% | $7,714+50.8% | $3,741+211.1% |
| Admin fee / account holder | $170 | $7,243-97.6% | $12,431-98.6% | $5,306-96.8% |