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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,235 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $10,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,337 | $67,594-67.0% | $77,361-71.1% | $69,733-68.0% |
| Participation rate | 54.7% | 71.7%-17.0pp | 75.0%-20.3pp | 62.5%-7.7pp |
| Annual return | 13.84% | 19.20%-5.4pp | 1011.54%-997.7pp | 15.22%-1.4pp |
| Employer contribution / active EE | $767 | $2,649-71.1% | $2,990-74.4% | $2,250-65.9% |
| Participant deferral / active EE | $1,825 | $3,401-46.4% | $3,911-53.3% | $3,054-40.3% |
| Admin fee / account holder | $215 | $1,159-81.5% | $5,894-96.4% | $3,102-93.1% |