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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 33 · EIN 13-5674085 | Securities brokerage commissions and ... | $3,976 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $450 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,556 | $48,364-63.7% | $71,796-75.5% | $62,881-72.1% |
| Participation rate | 36.9% | 60.6%-23.7pp | 69.1%-32.2pp | 69.3%-32.4pp |
| Annual return | 8.48% | 13.16%-4.7pp | 78.04%-69.6pp | 20.14%-11.7pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $651 | $2,091-68.9% | $2,794-76.7% | $3,203-79.7% |
| Admin fee / account holder | $89 | $3,771-97.7% | $4,815-98.2% | $4,296-97.9% |