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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,286 |
LPL FINANCIAL1+ years Filed as: LPL FINANCIAL - RPCP Service code 21 · EIN 95-2834236 | Bank Trustee | $1,590 |
EXPERTPLAN, INC.1+ years Filed as: EXPERT PLAN INC Service code 15 · EIN 22-3420600 | Recordkeeping | $464 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $6,678 | $54,320-87.7% | $67,652-90.1% | $52,331-87.2% |
| Participation rate | 55.6% | 73.6%-18.0pp | 75.7%-20.1pp | 68.1%-12.5pp |
| Annual return | -2.48% | 6.81%-9.3pp | 6625.40%-6627.9pp | 4.54%-7.0pp |
| Employer contribution / active EE | $0 | $1,544-100.0% | $2,266-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,416 | $2,950-18.1% | $3,560-32.1% | $3,022-20.1% |
| Admin fee / account holder | $59 | $527-88.7% | $4,821-98.8% | $592-90.0% |