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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,431 |
PIVOTAL FINANCIAL SERVICES8 years Service code 27 14 PIMLICO DRIVE · COMMACK, NY 11725 | Advisory (Plan) | $10,692 |
Service code 13 88 BOYD AVENUE · EAST PROVIDENCE, RI 02914 | Contract Administrator | $4,966 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,428 | $56,431+12.4% | $130,788-51.5% | $87,485-27.5% |
| Participation rate | 48.4% | 58.9%-10.5pp | 70.1%-21.7pp | 68.9%-20.5pp |
| Annual return | 13.12% | 91.27%-78.1pp | 386.44%-373.3pp | 26.06%-12.9pp |
| Employer contribution / active EE | $1,179 | $1,549-23.9% | $3,558-66.9% | $2,596-54.6% |
| Participant deferral / active EE | $4,284 | $2,749+55.8% | $4,137+3.5% | $4,274+0.2% |
| Admin fee / account holder | $219 | $4,433-95.1% | $6,673-96.7% | $7,775-97.2% |