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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.
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 | $65,084-65.7% | $67,681-67.0% | $64,340-65.3% |
| Participation rate | 54.7% | 66.7%-12.0pp | 73.7%-19.0pp | 55.2%-0.5pp |
| Annual return | 13.84% | 20.50%-6.7pp | 590.58%-576.7pp | 24.14%-10.3pp |
| Employer contribution / active EE | $767 | $2,398-68.0% | $2,678-71.4% | $1,862-58.8% |
| Participant deferral / active EE | $1,825 | $3,210-43.2% | $3,976-54.1% | $2,980-38.8% |
| Admin fee / account holder | $215 | $1,415-84.8% | $6,100-96.5% | $3,703-94.2% |