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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 23-2383285 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $9,644 |
JM PENSION ADVISORY, INC.1+ years Service code 13 · EIN 52-1910770 3905 NATIONAL DRIVE · BURTONSVILLE, ME 20866 | Contract Administrator | $7,022 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $11,038 | $70,002-84.2% | $115,038-90.4% | $52,331-78.9% |
| Participation rate | 66.5% | 72.1%-5.7pp | 81.4%-14.9pp | 68.1%-1.7pp |
| Annual return | 1.11% | 4.04%-2.9pp | 26.14%-25.0pp | 4.54%-3.4pp |
| Employer contribution / active EE | $1,047 | $2,715-61.4% | $4,608-77.3% | $1,882-44.4% |
| Participant deferral / active EE | $298 | $4,920-93.9% | $6,026-95.1% | $3,022-90.1% |
| Admin fee / account holder | $62 | $566-89.1% | $8,175-99.2% | $592-89.6% |