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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,695 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,443 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $8,892 | $81,331-89.1% | $155,534-94.3% | $80,935-89.0% |
| Participation rate | 90.8% | 66.3%+24.5pp | 78.2%+12.6pp | 67.7%+23.1pp |
| Annual return | 8.88% | 33.37%-24.5pp | 64.92%-56.0pp | 35.66%-26.8pp |
| Employer contribution / active EE | $427 | $3,105-86.2% | $4,675-90.9% | $2,757-84.5% |
| Participant deferral / active EE | $1,699 | $3,454-50.8% | $5,630-69.8% | $4,299-60.5% |
| Admin fee / account holder | $69 | $7,999-99.1% | $15,900-99.6% | $6,924-99.0% |