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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,220 |
Filed as: MERRILL LYNCH RETIREMENT & BENEFIT Service code 27 · EIN 13-5674085 | Advisory (Plan) | $9,997 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,598 | $65,322-30.2% | $70,449-35.3% | $73,488-38.0% |
| Participation rate | 52.9% | 77.0%-24.0pp | 75.1%-22.1pp | 70.7%-17.7pp |
| Annual return | 11.14% | 15.71%-4.6pp | 109.03%-97.9pp | 28.51%-17.4pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,737-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,826 | $3,375-45.9% | $3,709-50.8% | $3,740-51.2% |
| Admin fee / account holder | $238 | $214+11.1% | $3,845-93.8% | $513-53.6% |