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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $33,243 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,515 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,407 | $137,414-34.9% | $189,545-52.8% | $85,851+4.1% |
| Participation rate | 96.7% | 84.6%+12.1pp | 87.8%+8.9pp | 69.3%+27.4pp |
| Annual return | 20.38% | 38.14%-17.8pp | 555.36%-535.0pp | 318.63%-298.3pp |
| Employer contribution / active EE | $7,076 | $4,344+62.9% | $6,162+14.8% | $2,565+175.8% |
| Participant deferral / active EE | $12,932 | $6,260+106.6% | $8,220+57.3% | $3,952+227.2% |
| Admin fee / account holder | $203 | $8,630-97.6% | $12,049-98.3% | $6,261-96.8% |