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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,580 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $8,144 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,454 | $58,888-53.4% | $178,498-84.6% | $73,493-62.6% |
| Participation rate | 60.6% | 66.2%-5.7pp | 81.9%-21.4pp | 70.7%-10.1pp |
| Annual return | 11.33% | 24.86%-13.5pp | 151.09%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $6 | $2,236-99.7% | $5,011-99.9% | $2,270-99.8% |
| Participant deferral / active EE | $1,190 | $2,568-53.7% | $5,202-77.1% | $3,740-68.2% |
| Admin fee / account holder | $201 | $400-49.8% | $13,985-98.6% | $513-60.8% |