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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $55,620 |
CJM WEALTH MANAGEMENT1 year Filed as: CJM FISCAL MANAGEMENT Service code 27 724 LONG ISLAND AVENUE · GARDEN CITY, NY 11729 | Advisory (Plan) | $49,944 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 31 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Named fiduciary | $3,500 |
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.
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 | $13,356 | $45,382-70.6% | $154,108-91.3% | $75,289-82.3% |
| Participation rate | 59.5% | 65.9%-6.4pp | 83.0%-23.6pp | 72.4%-13.0pp |
| Annual return | 6.22% | -0.47%+6.7pp | 735.21%-729.0pp | -0.04%+6.3pp |
| Employer contribution / active EE | $843 | $1,533-45.0% | $5,298-84.1% | $2,405-64.9% |
| Participant deferral / active EE | $499 | $2,384-79.0% | $5,081-90.2% | $3,739-86.6% |
| Admin fee / account holder | $92 | $89+3.4% | $13,411-99.3% | $102-9.7% |