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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,433 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $6,013 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,542 | $60,795-33.3% | $69,464-41.6% | $65,185-37.8% |
| Participation rate | 55.8% | 74.9%-19.1pp | 74.6%-18.9pp | 70.2%-14.4pp |
| Annual return | 17.85% | 17.46%+0.4pp | 28.98%-11.1pp | 29.38%-11.5pp |
| Employer contribution / active EE | $0 | $2,452-100.0% | $2,779-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,557 | $3,162-50.8% | $3,536-56.0% | $3,514-55.7% |
| Admin fee / account holder | $160 | $314-49.0% | $3,840-95.8% | $847-81.1% |