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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $82,402 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN ASCENSUS Service code 13 200 DRYDEN ROAD · DRESHER, PA 19025 | Contract Administrator | $7,625 |
ASCENSUS LLC5 years Service code 13 · EIN 11-3665754 | Contract Administrator | $6,255 |
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 | $25,403 | $50,860-50.1% | $155,574-83.7% | $77,714-67.3% |
| Participation rate | 97.4% | 63.1%+34.2pp | 78.2%+19.1pp | 70.6%+26.8pp |
| Annual return | 21.70% | 34.86%-13.2pp | 64.87%-43.2pp | 31.26%-9.6pp |
| Employer contribution / active EE | $2,793 | $1,991+40.3% | $4,676-40.3% | $2,727+2.4% |
| Participant deferral / active EE | $5,359 | $2,825+89.7% | $5,629-4.8% | $4,649+15.3% |
| Admin fee / account holder | $121 | $436-72.2% | $15,914-99.2% | $433-72.0% |