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 | $51,878-19.1% | $68,368-38.6% | $79,634-47.3% |
| Participation rate | 25.4% | 53.7%-28.3pp | 73.8%-48.3pp | 62.5%-37.1pp |
| Annual return | 7.06% | 137.43%-130.4pp | 292.57%-285.5pp | 36.46%-29.4pp |
| Employer contribution / active EE | $221 | $1,931-88.6% | $2,649-91.7% | $2,529-91.3% |
| Participant deferral / active EE | $647 | $2,577-74.9% | $4,123-84.3% | $3,835-83.1% |
| Admin fee / account holder | $248 | $942-73.6% | $5,150-95.2% | $1,002-75.2% |