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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,459 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,734 |
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 | $22,499 | $208,526-89.2% | $96,520-76.7% | - |
| Participation rate | 99.0% | 66.0%+33.0pp | 74.3%+24.6pp | - |
| Annual return | 19.90% | 18.23%+1.7pp | 35.72%-15.8pp | - |
| Employer contribution / active EE | $2,781 | $2,182+27.4% | $3,739-25.6% | - |
| Participant deferral / active EE | $3,866 | $4,056-4.7% | $4,879-20.8% | - |
| Admin fee / account holder | $230 | $13,060-98.2% | $6,733-96.6% | - |