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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,054 |
PIVOTAL FINANCIAL SERVICES3 years Service code 27 14 PIMLICO DRIVE · COMMACK, NY 11725 | Advisory (Plan) | $6,858 |
Service code 99 · EIN 04-2530412 | Other Fees | $5,000 |
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 | $35,865 | $53,774-33.3% | $134,162-73.3% | $79,852-55.1% |
| Participation rate | 81.1% | 58.8%+22.4pp | 72.2%+8.9pp | 69.6%+11.5pp |
| Annual return | 3.89% | 19.01%-15.1pp | 36.35%-32.5pp | 31.72%-27.8pp |
| Employer contribution / active EE | $1,853 | $1,322+40.2% | $3,705-50.0% | $2,471-25.0% |
| Participant deferral / active EE | $4,731 | $2,420+95.5% | $3,500+35.2% | $3,740+26.5% |
| Admin fee / account holder | $195 | $3,985-95.1% | $6,685-97.1% | $5,306-96.3% |