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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 | $62,166-34.6% | $81,353-50.0% | $74,459-45.4% |
| Participation rate | 99.2% | 64.1%+35.1pp | 69.5%+29.6pp | 67.2%+32.0pp |
| Annual return | 12.52% | 16.50%-4.0pp | 24.82%-12.3pp | 1369.70%-1357.2pp |
| Employer contribution / active EE | $1,894 | $1,881+0.7% | $2,464-23.1% | $2,626-27.9% |
| Participant deferral / active EE | $3,703 | $3,223+14.9% | $3,885-4.7% | $4,350-14.9% |
| Admin fee / account holder | $247 | $1,925-87.2% | $5,766-95.7% | $1,945-87.3% |