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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 | $64,705-65.5% | $62,929-64.5% | $67,986-67.1% |
| Participation rate | 54.7% | 65.6%-10.9pp | 73.1%-18.4pp | 57.2%-2.5pp |
| Annual return | 13.84% | 20.31%-6.5pp | 1063.93%-1050.1pp | 31.67%-17.8pp |
| Employer contribution / active EE | $767 | $2,376-67.7% | $2,505-69.4% | $2,019-62.0% |
| Participant deferral / active EE | $1,825 | $3,198-42.9% | $3,888-53.1% | $3,358-45.7% |
| Admin fee / account holder | $215 | $1,428-85.0% | $5,065-95.8% | $3,203-93.3% |