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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,676 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,411 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,207 | $69,763-73.9% | $67,502-73.0% | $74,495-75.6% |
| Participation rate | 50.6% | 71.4%-20.8pp | 72.9%-22.3pp | 67.2%-16.6pp |
| Annual return | 17.92% | -40.34%+58.3pp | 3512.12%-3494.2pp | 1364.94%-1347.0pp |
| Employer contribution / active EE | $558 | $2,704-79.4% | $2,731-79.6% | $2,623-78.7% |
| Participant deferral / active EE | $1,392 | $3,636-61.7% | $4,000-65.2% | $4,346-68.0% |
| Admin fee / account holder | $185 | $896-79.3% | $3,998-95.4% | $1,942-90.5% |