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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $88,274 |
ASCENSUS LLC1 year Filed as: ASCENSUS CONSULTING Service code 11 · EIN 11-3665754 | Actuarial | $40,682 |
KULZER & DIPADOVA1 year Service code 29 · EIN 22-2048081 | Legal | $19,702 |
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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.
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 | $0 | $32,279-100.0% | $180,484-100.0% | $46,757-100.0% |
| Participation rate | 0.0% | 8.3%-8.3pp | 10.1%-10.1pp | 11.3%-11.3pp |
| Annual return | 13.07% | 10.98%+2.1pp | 10.53%+2.5pp | 10.41%+2.7pp |
| Employer contribution / active EE | $8,918 | $15,231-41.4% | $29,360-69.6% | $14,691-39.3% |
| Participant deferral / active EE | $0 | $30-100.0% | $54-100.0% | $58-100.0% |
| Admin fee / account holder | $0 | $397-100.0% | $1,273-100.0% | $2,646-100.0% |