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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,975 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,200 | $47,135-57.1% | $149,717-86.5% | $74,440-72.9% |
| Participation rate | 21.0% | 63.4%-42.4pp | 78.8%-57.8pp | 70.7%-49.7pp |
| Annual return | 16.72% | 22.75%-6.0pp | 134.41%-117.7pp | 34.37%-17.6pp |
| Employer contribution / active EE | $600 | $1,906-68.5% | $4,820-87.6% | $2,638-77.3% |
| Participant deferral / active EE | $807 | $2,728-70.4% | $5,682-85.8% | $4,529-82.2% |
| Admin fee / account holder | $222 | $343-35.4% | $13,213-98.3% | $348-36.3% |