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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,419 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,010 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $80,149 | $82,674-3.1% | $125,381-36.1% | $68,486+17.0% |
| Participation rate | 93.1% | 75.1%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -16.42% | -5.97%-10.4pp | 572.31%-588.7pp | -7.85%-8.6pp |
| Employer contribution / active EE | $6,768 | $3,382+100.1% | $4,815+40.6% | $2,597+160.7% |
| Participant deferral / active EE | $7,955 | $6,111+30.2% | $7,448+6.8% | $4,028+97.5% |
| Admin fee / account holder | $260 | $6,277-95.9% | $10,007-97.4% | $5,404-95.2% |