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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,026 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,470 |
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 | $109,370 | $102,422+6.8% | $147,117-25.7% | $80,959+35.1% |
| Participation rate | 95.2% | 75.9%+19.4pp | 82.2%+13.1pp | 67.7%+27.6pp |
| Annual return | 15.36% | 135.16%-119.8pp | 420.54%-405.2pp | 35.67%-20.3pp |
| Employer contribution / active EE | $3,649 | $3,717-1.8% | $4,932-26.0% | $2,757+32.3% |
| Participant deferral / active EE | $9,698 | $6,652+45.8% | $8,065+20.3% | $4,300+125.5% |
| Admin fee / account holder | $259 | $7,953-96.7% | $12,993-98.0% | $6,925-96.3% |