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) | $33,890 |
ASCENSUS LLC4 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $18,078 |
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 | $31,807 | $61,172-48.0% | $185,851-82.9% | $79,389-59.9% |
| Participation rate | 95.8% | 66.6%+29.1pp | 81.7%+14.0pp | 70.7%+25.0pp |
| Annual return | 10.97% | 19.45%-8.5pp | 122.11%-111.1pp | 116.89%-105.9pp |
| Employer contribution / active EE | $3,221 | $2,321+38.8% | $5,168-37.7% | $2,428+32.7% |
| Participant deferral / active EE | $4,826 | $2,788+73.1% | $5,569-13.3% | $4,046+19.3% |
| Admin fee / account holder | $233 | $710-67.1% | $16,245-98.6% | $626-62.8% |