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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,075 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,632 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,391 | $65,557-76.5% | $64,056-76.0% | $71,457-78.5% |
| Participation rate | 42.7% | 73.2%-30.4pp | 72.3%-29.6pp | 67.9%-25.2pp |
| Annual return | 13.35% | 18.94%-5.6pp | 33.69%-20.3pp | 28.85%-15.5pp |
| Employer contribution / active EE | $370 | $2,669-86.1% | $2,747-86.5% | $2,588-85.7% |
| Participant deferral / active EE | $1,289 | $3,626-64.5% | $3,880-66.8% | $4,289-70.0% |
| Admin fee / account holder | $180 | $616-70.8% | $3,068-94.1% | $1,587-88.7% |