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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Participant loan processing; Account ... | $45,415 |
ERISA SERVICES, INC.3 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $29,410 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $5,816 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $5,863 | $56,540-89.6% | $185,849-96.8% | $86,821-93.2% |
| Participation rate | 78.8% | 65.5%+13.3pp | 81.7%-2.9pp | 72.3%+6.5pp |
| Annual return | 20.87% | 118.20%-97.3pp | 122.10%-101.2pp | 97.94%-77.1pp |
| Employer contribution / active EE | $491 | $1,844-73.4% | $5,169-90.5% | $2,406-79.6% |
| Participant deferral / active EE | $468 | $2,555-81.7% | $5,569-91.6% | $4,132-88.7% |
| Admin fee / account holder | $140 | $150-6.3% | $16,244-99.1% | $170-17.3% |