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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,294 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $17,395 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,938 | $55,423-22.5% | $155,602-72.4% | $74,400-42.3% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.19% | 269.07%-254.9pp | 64.81%-50.6pp | 1367.51%-1353.3pp |
| Employer contribution / active EE | $1,929 | $2,266-14.9% | $4,675-58.7% | $2,624-26.5% |
| Participant deferral / active EE | $3,350 | $2,835+18.2% | $5,629-40.5% | $4,348-23.0% |
| Admin fee / account holder | $168 | $1,744-90.4% | $15,923-98.9% | $1,944-91.3% |