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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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,207 | $69,774-73.9% | $67,561-73.1% | $74,429-75.5% |
| Participation rate | 50.6% | 71.4%-20.8pp | 72.9%-22.3pp | 67.2%-16.6pp |
| Annual return | 17.92% | -40.53%+58.4pp | 3525.44%-3507.5pp | 1368.38%-1350.5pp |
| Employer contribution / active EE | $558 | $2,710-79.4% | $2,735-79.6% | $2,625-78.7% |
| Participant deferral / active EE | $1,392 | $3,636-61.7% | $4,003-65.2% | $4,348-68.0% |
| Admin fee / account holder | $185 | $890-79.2% | $4,006-95.4% | $1,944-90.5% |