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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,632 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,211 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,360 | $49,451-28.5% | $79,551-55.6% | $66,923-47.2% |
| Participation rate | 86.4% | 61.3%+25.0pp | 69.5%+16.9pp | 69.8%+16.6pp |
| Annual return | -11.55% | 84.25%-95.8pp | 0.14%-11.7pp | 1.58%-13.1pp |
| Employer contribution / active EE | $1,309 | $1,266+3.4% | $2,413-45.8% | $2,545-48.6% |
| Participant deferral / active EE | $3,764 | $3,159+19.2% | $3,985-5.5% | $4,237-11.2% |
| Admin fee / account holder | $237 | $595-60.1% | $6,833-96.5% | $593-60.0% |