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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $23,973 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,670 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,315 | $56,438-39.2% | $76,902-55.4% | $71,529-52.0% |
| Participation rate | 97.2% | 64.3%+32.9pp | 69.6%+27.6pp | 67.9%+29.3pp |
| Annual return | 16.15% | 19.05%-2.9pp | 37.91%-21.8pp | 28.97%-12.8pp |
| Employer contribution / active EE | $1,701 | $1,864-8.7% | $2,534-32.9% | $2,590-34.3% |
| Participant deferral / active EE | $3,593 | $3,136+14.6% | $3,833-6.3% | $4,291-16.3% |
| Admin fee / account holder | $240 | $1,430-83.2% | $5,479-95.6% | $1,588-84.9% |