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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 1126 WESTRAC DRIVE SOUTH · FARGO, ND 58103 | Recordkeeping Fees | $5,405 |
THE HAVERFORD TRUST COMPANY2 years Service code 26 3 RADNOR CORPORATE CENTER · RADNOR, PA 19087 | Advisory (Participants) | $5,210 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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.
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 | $18,896 | $60,795-68.9% | $69,461-72.8% | $65,185-71.0% |
| Participation rate | 20.2% | 74.9%-54.7pp | 74.6%-54.4pp | 70.2%-50.0pp |
| Annual return | 3.56% | 17.46%-13.9pp | 28.97%-25.4pp | 29.38%-25.8pp |
| Employer contribution / active EE | $591 | $2,452-75.9% | $2,779-78.7% | $2,177-72.8% |
| Participant deferral / active EE | $446 | $3,162-85.9% | $3,536-87.4% | $3,514-87.3% |
| Admin fee / account holder | $121 | $314-61.3% | $3,840-96.8% | $847-85.7% |