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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,769 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $14,543 |
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 | $23,358 | $61,356-61.9% | $149,696-84.4% | $71,511-67.3% |
| Participation rate | 73.8% | 62.5%+11.2pp | 78.8%-5.0pp | 67.9%+5.8pp |
| Annual return | 16.41% | 35.86%-19.5pp | 134.46%-118.0pp | 28.86%-12.4pp |
| Employer contribution / active EE | $1,857 | $2,382-22.0% | $4,821-61.5% | $2,589-28.3% |
| Participant deferral / active EE | $2,655 | $2,920-9.0% | $5,682-53.3% | $4,291-38.1% |
| Admin fee / account holder | $206 | $1,263-83.7% | $13,212-98.4% | $1,588-87.1% |