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 |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $27,790 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,746 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $36,399 | $50,199-27.5% | $69,890-47.9% | $66,949-45.6% |
| Participation rate | 99.2% | 66.3%+32.9pp | 70.5%+28.7pp | 69.8%+29.4pp |
| Annual return | -16.97% | -13.85%-3.1pp | 190.84%-207.8pp | 1.57%-18.5pp |
| Employer contribution / active EE | $2,141 | $1,864+14.8% | $2,560-16.4% | $2,545-15.9% |
| Participant deferral / active EE | $3,492 | $3,112+12.2% | $3,848-9.3% | $4,239-17.6% |
| Admin fee / account holder | $348 | $600-41.9% | $6,267-94.4% | $594-41.3% |