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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $32,647 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,745 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $121,701 | $54,229+124.4% | $70,092+73.6% | $68,494+77.7% |
| Participation rate | 71.1% | 64.5%+6.6pp | 70.5%+0.6pp | 67.9%+3.2pp |
| Annual return | -19.71% | -13.87%-5.8pp | 190.73%-210.4pp | -7.84%-11.9pp |
| Employer contribution / active EE | $1,524 | $2,018-24.5% | $2,559-40.5% | $2,596-41.3% |
| Participant deferral / active EE | $3,231 | $2,956+9.3% | $3,849-16.1% | $4,027-19.8% |
| Admin fee / account holder | $662 | $4,694-85.9% | $6,267-89.4% | $5,403-87.7% |