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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $48,053 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $32,917 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,211 | $117,025-60.5% | $91,541-49.5% | $85,563-46.0% |
| Participation rate | 86.7% | 64.2%+22.5pp | 69.8%+17.0pp | 66.0%+20.8pp |
| Annual return | 11.57% | 18.02%-6.5pp | 20.50%-8.9pp | 31.51%-19.9pp |
| Employer contribution / active EE | $829 | $2,120-60.9% | $2,505-66.9% | $2,654-68.8% |
| Participant deferral / active EE | $1,704 | $3,446-50.6% | $4,008-57.5% | $4,375-61.1% |
| Admin fee / account holder | $214 | $1,242-82.8% | $6,956-96.9% | $834-74.4% |