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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $17,228 |
OAKMONT CAPITAL MANAGEMENT8+ years Filed as: OAKMONT CAPITAL MGMT Service code 26 · EIN 48-1263655 | Advisory (Participants) | $14,933 |
Service code 49 · EIN 81-3989034 | Other Services | $6,986 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,244 | $65,092-76.6% | $143,799-89.4% | $66,938-77.2% |
| Participation rate | 81.1% | 65.2%+15.9pp | 80.3%+0.8pp | 69.8%+11.3pp |
| Annual return | -13.39% | -11.14%-2.3pp | -0.04%-13.3pp | 1.58%-15.0pp |
| Employer contribution / active EE | $186 | $2,362-92.1% | $4,952-96.3% | $2,545-92.7% |
| Participant deferral / active EE | $2,097 | $2,920-28.2% | $5,638-62.8% | $4,238-50.5% |
| Admin fee / account holder | $200 | $502-60.2% | $14,677-98.6% | $594-66.3% |