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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $26,580 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,105 |
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 | $123,283 | $106,749+15.5% | $145,433-15.2% | $82,448+49.5% |
| Participation rate | 93.8% | 75.6%+18.2pp | 82.1%+11.7pp | 68.1%+25.8pp |
| Annual return | 15.48% | 27.59%-12.1pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $3,665 | $3,444+6.4% | $4,554-19.5% | $2,551+43.7% |
| Participant deferral / active EE | $9,396 | $6,519+44.1% | $7,897+19.0% | $4,139+127.0% |
| Admin fee / account holder | $297 | $8,390-96.5% | $13,129-97.7% | $7,234-95.9% |