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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,005 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Direct payment from the plan; Securit... | $447 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,279 | $62,672-80.4% | $185,117-93.4% | $70,126-82.5% |
| Participation rate | 80.0% | 63.8%+16.2pp | 77.3%+2.7pp | 69.5%+10.5pp |
| Annual return | 11.30% | 40.79%-29.5pp | 40.50%-29.2pp | 73.15%-61.9pp |
| Employer contribution / active EE | $196 | $1,753-88.8% | $4,182-95.3% | $2,343-91.6% |
| Participant deferral / active EE | $1,424 | $3,272-56.5% | $5,045-71.8% | $3,332-57.3% |
| Admin fee / account holder | $2 | $3,932-100.0% | $8,159-100.0% | $4,645-100.0% |