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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,654 | $55,470-32.1% | $155,556-75.8% | $74,478-49.4% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.7pp | 67.2%+24.7pp |
| Annual return | 9.29% | 269.80%-260.5pp | 64.84%-55.6pp | 1370.56%-1361.3pp |
| Employer contribution / active EE | $2,962 | $2,267+30.7% | $4,675-36.6% | $2,626+12.8% |
| Participant deferral / active EE | $4,568 | $2,838+61.0% | $5,631-18.9% | $4,350+5.0% |
| Admin fee / account holder | $289 | $1,744-83.4% | $15,885-98.2% | $1,946-85.1% |