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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $22,941 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,252 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,654 | $62,146-34.6% | $81,438-50.1% | $74,546-45.5% |
| Participation rate | 99.2% | 64.1%+35.1pp | 69.5%+29.7pp | 67.2%+32.0pp |
| Annual return | 12.52% | 16.49%-4.0pp | 24.74%-12.2pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $1,894 | $1,883+0.6% | $2,460-23.0% | $2,624-27.8% |
| Participant deferral / active EE | $3,703 | $3,229+14.7% | $3,883-4.6% | $4,347-14.8% |
| Admin fee / account holder | $247 | $1,922-87.2% | $5,764-95.7% | $1,944-87.3% |