Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,003 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $12,574 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,734 | $65,092-71.2% | $143,799-87.0% | $66,938-72.0% |
| Participation rate | 70.5% | 65.2%+5.3pp | 80.3%-9.8pp | 69.8%+0.7pp |
| Annual return | -14.95% | -11.14%-3.8pp | -0.04%-14.9pp | 1.58%-16.5pp |
| Employer contribution / active EE | $1,689 | $2,362-28.5% | $4,952-65.9% | $2,545-33.6% |
| Participant deferral / active EE | $2,408 | $2,920-17.6% | $5,638-57.3% | $4,238-43.2% |
| Admin fee / account holder | $192 | $502-61.8% | $14,677-98.7% | $594-67.6% |