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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,428 | $52,353+21.2% | $120,225-47.2% | $82,448-23.1% |
| Participation rate | 48.4% | 58.3%-9.9pp | 69.6%-21.2pp | 68.1%-19.6pp |
| Annual return | 13.12% | 61.85%-48.7pp | 439.23%-426.1pp | 41.64%-28.5pp |
| Employer contribution / active EE | $1,179 | $1,510-21.9% | $3,475-66.1% | $2,551-53.8% |
| Participant deferral / active EE | $4,284 | $2,627+63.1% | $3,999+7.1% | $4,139+3.5% |
| Admin fee / account holder | $219 | $4,363-95.0% | $5,696-96.2% | $7,234-97.0% |