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| Provider | Service type | Compensation |
|---|---|---|
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO. Service code 26 · EIN 74-1625348 | Advisory (Participants) | $43,908 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,512 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $2,966 |
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 | $21,963 | $47,977-54.2% | $154,111-85.7% | $56,287-61.0% |
| Participation rate | 74.8% | 66.2%+8.6pp | 83.0%-8.2pp | 69.9%+5.0pp |
| Annual return | -2.15% | 3.54%-5.7pp | 735.18%-737.3pp | -9.96%+7.8pp |
| Employer contribution / active EE | $792 | $2,169-63.5% | $5,298-85.1% | $2,111-62.5% |
| Participant deferral / active EE | $1,262 | $2,392-47.2% | $5,081-75.2% | $3,350-62.3% |
| Admin fee / account holder | $243 | $438-44.6% | $13,411-98.2% | $521-53.4% |