Filed December 5, 2018
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIRMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $51,994 |
ASCENSUS LLC7 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $23,350 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $3,950 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,654 | $55,415-32.1% | $155,509-75.8% | $74,495-49.5% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.8pp |
| Annual return | 9.29% | 268.50%-259.2pp | 64.67%-55.4pp | 1364.94%-1355.7pp |
| Employer contribution / active EE | $2,962 | $2,267+30.7% | $4,672-36.6% | $2,623+12.9% |
| Participant deferral / active EE | $4,568 | $2,836+61.1% | $5,626-18.8% | $4,346+5.1% |
| Admin fee / account holder | $289 | $1,738-83.3% | $15,912-98.2% | $1,942-85.1% |