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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 | $106,864+15.4% | $147,318-16.3% | $82,637+49.2% |
| Participation rate | 93.8% | 75.5%+18.3pp | 82.1%+11.8pp | 68.1%+25.8pp |
| Annual return | 15.48% | 27.49%-12.0pp | 70.43%-55.0pp | 53.51%-38.0pp |
| Employer contribution / active EE | $3,665 | $3,417+7.3% | $4,593-20.2% | $2,552+43.6% |
| Participant deferral / active EE | $9,396 | $6,496+44.6% | $7,906+18.8% | $4,126+127.7% |
| Admin fee / account holder | $297 | $8,415-96.5% | $13,708-97.8% | $7,339-96.0% |