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 | $55,446-32.1% | $155,574-75.8% | $74,429-49.4% |
| Participation rate | 92.0% | 61.9%+30.1pp | 78.2%+13.8pp | 67.2%+24.7pp |
| Annual return | 9.29% | 269.20%-259.9pp | 64.87%-55.6pp | 1368.38%-1359.1pp |
| Employer contribution / active EE | $2,962 | $2,266+30.7% | $4,676-36.6% | $2,625+12.9% |
| Participant deferral / active EE | $4,568 | $2,836+61.1% | $5,629-18.8% | $4,348+5.1% |
| Admin fee / account holder | $289 | $1,743-83.4% | $15,914-98.2% | $1,944-85.1% |