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| 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 | $80,731-68.6% | $103,374-75.5% | $74,546-66.0% |
| Participation rate | 98.2% | 65.7%+32.5pp | 74.5%+23.7pp | 67.2%+31.0pp |
| Annual return | 13.92% | 27.56%-13.6pp | 24.89%-11.0pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,043 | $3,158-3.6% | $3,869-21.4% | $2,624+15.9% |
| Participant deferral / active EE | $4,280 | $3,860+10.9% | $5,058-15.4% | $4,347-1.6% |
| Admin fee / account holder | $246 | $2,369-89.6% | $8,394-97.1% | $1,944-87.4% |