Filed December 5, 2018
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: MERRILL LYNCH RETIRMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $43,011 |
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $22,374 |
Filed as: RETIREMENT PLAN ADMINISTRATORS, LLC Service code 15 · EIN 58-2365498 | Recordkeeping | $4,875 |
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 | $41,234 | $61,391-32.8% | $149,723-72.5% | $71,529-42.4% |
| Participation rate | 89.4% | 62.5%+26.8pp | 78.8%+10.6pp | 67.9%+21.4pp |
| Annual return | 17.02% | 35.88%-18.9pp | 134.50%-117.5pp | 28.97%-12.0pp |
| Employer contribution / active EE | $3,652 | $2,384+53.2% | $4,821-24.3% | $2,590+41.0% |
| Participant deferral / active EE | $5,265 | $2,921+80.3% | $5,682-7.3% | $4,291+22.7% |
| Admin fee / account holder | $284 | $1,264-77.6% | $13,215-97.9% | $1,588-82.1% |