Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,386 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $19,188 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,345 | $80,781-68.6% | $102,437-75.3% | $74,478-66.0% |
| Participation rate | 98.2% | 65.7%+32.5pp | 74.5%+23.7pp | 67.2%+30.9pp |
| Annual return | 13.92% | 27.58%-13.7pp | 24.95%-11.0pp | 1370.56%-1356.6pp |
| Employer contribution / active EE | $3,043 | $3,160-3.7% | $3,871-21.4% | $2,626+15.9% |
| Participant deferral / active EE | $4,280 | $3,862+10.8% | $5,060-15.4% | $4,350-1.6% |
| Admin fee / account holder | $246 | $2,372-89.6% | $8,388-97.1% | $1,946-87.4% |