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) | $37,198 |
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $21,131 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $3,950 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,275 | $65,125-52.0% | $143,797-78.3% | $66,949-53.3% |
| Participation rate | 94.2% | 65.2%+29.0pp | 80.3%+13.9pp | 69.8%+24.4pp |
| Annual return | -15.81% | -11.13%-4.7pp | -0.04%-15.8pp | 1.57%-17.4pp |
| Employer contribution / active EE | $3,576 | $2,362+51.4% | $4,952-27.8% | $2,545+40.5% |
| Participant deferral / active EE | $5,410 | $2,920+85.2% | $5,638-4.1% | $4,239+27.6% |
| Admin fee / account holder | $258 | $503-48.6% | $14,679-98.2% | $594-56.5% |