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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,444 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,715 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $28,041 | $54,573-48.6% | $90,970-69.2% | $73,497-61.8% |
| Participation rate | 88.5% | 61.2%+27.3pp | 69.0%+19.5pp | 70.7%+17.8pp |
| Annual return | 10.50% | 16.69%-6.2pp | 134.60%-124.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $871 | $991-12.1% | $2,122-58.9% | $2,270-61.6% |
| Participant deferral / active EE | $3,011 | $2,517+19.6% | $3,373-10.7% | $3,740-19.5% |
| Admin fee / account holder | $161 | $521-69.1% | $5,961-97.3% | $513-68.6% |