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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS, INC. Service code 15 · EIN 11-3665754 | Recordkeeping | $54,782 |
CJM WEALTH MANAGEMENT4 years Filed as: CJM FISCAL MANAGEMENT Service code 27 724 LONG ISLAND AVENUE · GARDEN CITY, NY 11729 | Advisory (Plan) | $26,882 |
Filed as: MILLENIUM INVESTMENT & RETIREMENT Service code 31 13850 BALLANTYNE CORPORATE PLACE · CHARLOTTE, NC 28277 | Named fiduciary | $1,750 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,039 | $56,485-73.4% | $185,823-91.9% | $86,799-82.7% |
| Participation rate | 67.7% | 65.5%+2.3pp | 81.7%-14.0pp | 72.3%-4.5pp |
| Annual return | 25.72% | 118.04%-92.3pp | 122.05%-96.3pp | 97.91%-72.2pp |
| Employer contribution / active EE | $1,377 | $1,843-25.3% | $5,167-73.3% | $2,405-42.7% |
| Participant deferral / active EE | $642 | $2,553-74.8% | $5,568-88.5% | $4,131-84.4% |
| Admin fee / account holder | $85 | $150-43.4% | $16,237-99.5% | $170-50.1% |