Filed March 5, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,905 |
INVESCO1 year Service code 50 430 W 7TH ST · KANSAS CITY, MO 641051407 | Direct Payment | $3,247 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,063 | $44,989-75.4% | $170,442-93.5% | $77,958-85.8% |
| Participation rate | 22.1% | 64.6%-42.5pp | 83.6%-61.5pp | 71.6%-49.6pp |
| Annual return | 21.18% | 19.61%+1.6pp | 205.93%-184.8pp | 20.87%+0.3pp |
| Employer contribution / active EE | $353 | $1,466-75.9% | $5,433-93.5% | $2,310-84.7% |
| Participant deferral / active EE | $116 | $2,208-94.8% | $4,939-97.7% | $3,537-96.7% |
| Admin fee / account holder | $19 | $69-72.6% | $13,880-99.9% | $97-80.6% |