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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $28,286 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,650 |
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 | $103,236 | $93,598+10.3% | $135,974-24.1% | $75,173+37.3% |
| Participation rate | 94.2% | 75.2%+19.0pp | 81.9%+12.3pp | 67.2%+27.0pp |
| Annual return | 18.18% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $3,610 | $3,538+2.0% | $4,859-25.7% | $2,671+35.2% |
| Participant deferral / active EE | $9,132 | $6,405+42.6% | $7,760+17.7% | $4,126+121.3% |
| Admin fee / account holder | $270 | $6,978-96.1% | $10,767-97.5% | $5,651-95.2% |