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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 | $63,433-64.8% | $63,803-65.0% | $64,097-65.2% |
| Participation rate | 54.7% | 65.0%-10.3pp | 72.7%-18.0pp | 55.2%-0.5pp |
| Annual return | 13.84% | 20.74%-6.9pp | 543.72%-529.9pp | 34.64%-20.8pp |
| Employer contribution / active EE | $767 | $2,332-67.1% | $2,532-69.7% | $1,891-59.5% |
| Participant deferral / active EE | $1,825 | $3,119-41.5% | $3,843-52.5% | $3,080-40.8% |
| Admin fee / account holder | $215 | $1,489-85.6% | $5,196-95.9% | $3,454-93.8% |