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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,129 |
GLOBAL FINANCIAL1 year Service code 27 · EIN 20-1216032 | Advisory (Plan) | $8,659 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,030 | $47,977-24.9% | $154,108-76.6% | $56,289-36.0% |
| Participation rate | 62.4% | 66.2%-3.8pp | 83.0%-20.6pp | 69.9%-7.4pp |
| Annual return | -5.06% | 3.54%-8.6pp | 735.21%-740.3pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,131 | $2,169-1.7% | $5,298-59.8% | $2,111+0.9% |
| Participant deferral / active EE | $4,497 | $2,392+88.0% | $5,081-11.5% | $3,350+34.2% |
| Admin fee / account holder | $178 | $438-59.3% | $13,411-98.7% | $521-65.8% |