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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,696 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Direct payment from the plan; Custodi... | $406 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,336 | $64,954+16.0% | $115,752-34.9% | $62,292+20.9% |
| Participation rate | 85.8% | 73.0%+12.8pp | 77.8%+8.0pp | 69.5%+16.3pp |
| Annual return | 13.36% | 24.87%-11.5pp | 19.41%-6.1pp | 28.90%-15.5pp |
| Employer contribution / active EE | $968 | $2,344-58.7% | $3,492-72.3% | $2,042-52.6% |
| Participant deferral / active EE | $3,422 | $3,665-6.6% | $5,204-34.2% | $3,169+8.0% |
| Admin fee / account holder | $19 | $414-95.5% | $6,278-99.7% | $479-96.1% |