Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
401K ADVISORS INC2 years Service code 15 · EIN 33-0905143 | Recordkeeping | $35,679 |
ADP BROKER-DEALER2 years Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $18,033 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES Service code 15 · EIN 31-1560462 | Recordkeeping | $7,400 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,966 | $44,206-5.1% | $94,057-55.4% | $64,728-35.2% |
| Participation rate | 25.4% | 51.0%-25.6pp | 73.3%-47.9pp | 57.9%-32.5pp |
| Annual return | 7.06% | 259.42%-252.4pp | 480.62%-473.6pp | 49.38%-42.3pp |
| Employer contribution / active EE | $221 | $1,635-86.5% | $2,933-92.5% | $2,243-90.2% |
| Participant deferral / active EE | $647 | $1,902-66.0% | $4,709-86.3% | $2,729-76.3% |
| Admin fee / account holder | $248 | $1,230-79.8% | $7,244-96.6% | $1,145-78.3% |