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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $21,986 |
Filed as: MERRILL LYNCH Service code 15 · EIN 13-5674085 | Recordkeeping | $2,692 |
ADP BROKER-DEALER1 year Filed as: PENSION CONSULTANTS, INC. Service code 15 · EIN 06-1504963 | Recordkeeping | $1,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,050 | $74,347-38.1% | $93,621-50.8% | $67,582-31.9% |
| Participation rate | 42.8% | 80.6%-37.8pp | 75.8%-33.0pp | 71.3%-28.5pp |
| Annual return | 10.40% | 28.07%-17.7pp | 32.76%-22.4pp | 378.57%-368.2pp |
| Employer contribution / active EE | $0 | $2,583-100.0% | $2,719-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,433 | $4,060-64.7% | $4,070-64.8% | $3,539-59.5% |
| Admin fee / account holder | $134 | $123+8.9% | $7,890-98.3% | $142-6.1% |