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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $38,023 |
PASI, LLC3 years Service code 15 10 TALCOTT NOTCH RD · FARMINGTON, CT 06032 | Recordkeeping | $22,640 |
SECURITIES AMERICA INC5 years Filed as: SECURITIES AMERICA, INC Service code 27 12325 PORT GRACE BLVD. · LAVISTA, NE 68128 | Advisory (Plan) | $15,841 |
TEPLITZKY & COMPANY PC1 year Filed as: TEPLITZKY & COMPANY Service code 10 · EIN 06-0962357 ONE BRADLEY ROAD, BUILDING 600 · WOODBRIDGE, CA 06525 | Accounting | $8,250 |
Participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,904 | $47,126-74.7% | $149,673-92.0% | $74,419-84.0% |
| Participation rate | 80.6% | 63.4%+17.2pp | 78.8%+1.8pp | 70.7%+9.9pp |
| Annual return | 9.93% | 22.75%-12.8pp | 134.42%-124.5pp | 34.38%-24.4pp |
| Employer contribution / active EE | $2,264 | $1,905+18.8% | $4,818-53.0% | $2,637-14.1% |
| Participant deferral / active EE | $443 | $2,728-83.8% | $5,680-92.2% | $4,528-90.2% |
| Admin fee / account holder | $119 | $343-65.2% | $13,210-99.1% | $348-65.7% |