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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,837 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,703 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,179 | $55,437-65.4% | $155,534-87.7% | $74,459-74.2% |
| Participation rate | 44.6% | 61.9%-17.3pp | 78.2%-33.6pp | 67.2%-22.6pp |
| Annual return | 11.60% | 269.58%-258.0pp | 64.92%-53.3pp | 1369.70%-1358.1pp |
| Employer contribution / active EE | $0 | $2,266-100.0% | $4,675-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $455 | $2,837-84.0% | $5,630-91.9% | $4,350-89.5% |
| Admin fee / account holder | $200 | $1,742-88.5% | $15,900-98.7% | $1,945-89.7% |