Filed January 15, 2025
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH Service code 19 · EIN 13-2740599 4 WORLD FINANCIAL CTR · NEW YORK, NY 10080 | Securities Custodian | $25,370 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 58-1392124 5901 PEACTREE DUNWOODY RD STE 170 · ATLANTA, GA 30328 | Recordkeeping | $19,046 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,347 | $82,093-78.9% | $379,746-95.4% | $73,412-76.4% |
| Participation rate | 80.3% | 76.8%+3.5pp | 78.4%+1.9pp | 72.2%+8.1pp |
| Annual return | 11.53% | 18.89%-7.4pp | 34.90%-23.4pp | 59.30%-47.8pp |
| Employer contribution / active EE | $649 | $2,847-77.2% | $3,540-81.7% | $2,234-70.9% |
| Participant deferral / active EE | $1,620 | $4,697-65.5% | $6,024-73.1% | $3,806-57.4% |
| Admin fee / account holder | $86 | $128-32.8% | $7,927-98.9% | $158-45.7% |