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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $11,678 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,131 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $36,481 | $63,114-42.2% | $92,909-60.7% | $65,185-44.0% |
| Participation rate | 74.2% | 68.8%+5.4pp | 76.0%-1.8pp | 70.2%+4.0pp |
| Annual return | 21.62% | 28.75%-7.1pp | 109.44%-87.8pp | 29.38%-7.8pp |
| Employer contribution / active EE | $506 | $2,571-80.3% | $3,653-86.2% | $2,177-76.8% |
| Participant deferral / active EE | $2,911 | $3,108-6.3% | $4,238-31.3% | $3,514-17.1% |
| Admin fee / account holder | $115 | $624-81.6% | $5,795-98.0% | $847-86.4% |