Filed June 14, 2022
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: THE MANDMARBLESTONE GROUP Service code 17 ONE RAYMOND DRIVE, SUITE 7 · HAVERTOWN, PA 19083 | Pension Consulting | $1,425 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $23,558 | $81,494-71.1% | $133,978-82.4% | $73,497-67.9% |
| Participation rate | 51.6% | 76.4%-24.7pp | 79.8%-28.2pp | 70.7%-19.0pp |
| Annual return | 16.06% | 19.40%-3.3pp | 45.10%-29.0pp | 28.51%-12.5pp |
| Employer contribution / active EE | $1,060 | $2,210-52.0% | $3,919-72.9% | $2,270-53.3% |
| Participant deferral / active EE | $2,083 | $3,787-45.0% | $5,047-58.7% | $3,740-44.3% |
| Admin fee / account holder | $17 | $713-97.6% | $8,930-99.8% | $513-96.6% |