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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,061 |
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 11250 ROGER BACON DRIVE · RESTON, VA 20190 | Advisory (Plan) | $8,146 |
Filed as: JOHN HANCOCK ENTERPRISE Service code 50 · EIN 01-0233346 | Direct Payment | $183 |
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.
Employer 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.
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 | $24,295 | $106,264-77.1% | $147,117-83.5% | $77,762-68.8% |
| Participation rate | 36.4% | 78.4%-42.0pp | 82.2%-45.7pp | 70.6%-34.1pp |
| Annual return | 16.73% | 56.94%-40.2pp | 420.54%-403.8pp | 31.27%-14.5pp |
| Employer contribution / active EE | $594 | $4,074-85.4% | $4,932-88.0% | $2,728-78.2% |
| Participant deferral / active EE | $1,471 | $8,003-81.6% | $8,065-81.8% | $4,651-68.4% |
| Admin fee / account holder | $173 | $334-48.4% | $12,993-98.7% | $433-60.1% |