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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,830 |
GREENBERG TRAURIG3+ years Filed as: GREENBERG AND RAPP FINANCIAL GROUP Service code 27 72 EAGLE ROCK AVENUE · EAST HANOVER, NJ 07936 | Advisory (Plan) | $7,147 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,484 | $37,196-66.4% | $154,114-91.9% | $55,725-77.6% |
| Participation rate | 65.3% | 64.1%+1.2pp | 83.0%-17.7pp | 70.9%-5.5pp |
| Annual return | 6.33% | 1319.68%-1313.3pp | 735.16%-728.8pp | 244.93%-238.6pp |
| Employer contribution / active EE | $793 | $1,614-50.9% | $5,298-85.0% | $2,078-61.9% |
| Participant deferral / active EE | $363 | $2,068-82.5% | $5,081-92.9% | $3,356-89.2% |
| Admin fee / account holder | $58 | $102-42.5% | $13,411-99.6% | $115-49.3% |