Filed September 12, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,945 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,686 |
TRANSAMERICA RETIREMENT SOLUTIONS10+ years Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,024 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,418 | $52,450+20.9% | $129,384-51.0% | $74,459-14.8% |
| Participation rate | 79.8% | 53.8%+25.9pp | 69.6%+10.1pp | 67.2%+12.5pp |
| Annual return | 16.02% | 15.65%+0.4pp | 9461.77%-9445.8pp | 1369.70%-1353.7pp |
| Employer contribution / active EE | $1,830 | $1,532+19.4% | $4,153-55.9% | $2,626-30.3% |
| Participant deferral / active EE | $2,822 | $2,797+0.9% | $4,166-32.3% | $4,350-35.1% |
| Admin fee / account holder | $178 | $2,636-93.2% | $7,686-97.7% | $1,945-90.8% |