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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $17,680 |
OAKMONT CAPITAL MANAGEMENT7+ years Filed as: OAKMONT CAPITAL MGMT Service code 26 · EIN 48-1263655 | Advisory (Participants) | $13,670 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,899 | $61,166-72.4% | $185,837-90.9% | $79,393-78.7% |
| Participation rate | 84.7% | 66.6%+18.0pp | 81.7%+3.0pp | 70.7%+14.0pp |
| Annual return | -19.27% | 19.45%-38.7pp | 122.08%-141.4pp | 116.87%-136.1pp |
| Employer contribution / active EE | $459 | $2,321-80.2% | $5,168-91.1% | $2,428-81.1% |
| Participant deferral / active EE | $2,910 | $2,789+4.3% | $5,568-47.7% | $4,046-28.1% |
| Admin fee / account holder | $157 | $710-77.8% | $16,241-99.0% | $627-74.9% |