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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Claims processing; Recordkeeping and ... | $38,746 |
ERISA SERVICES, INC.6 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $17,590 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $7,155 |
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 | $9,362 | $50,902-81.6% | $155,534-94.0% | $77,736-88.0% |
| Participation rate | 82.8% | 63.1%+19.7pp | 78.2%+4.5pp | 70.6%+12.2pp |
| Annual return | 16.22% | 34.85%-18.6pp | 64.92%-48.7pp | 31.26%-15.0pp |
| Employer contribution / active EE | $685 | $1,991-65.6% | $4,675-85.3% | $2,728-74.9% |
| Participant deferral / active EE | $661 | $2,824-76.6% | $5,630-88.3% | $4,651-85.8% |
| Admin fee / account holder | $158 | $437-63.9% | $15,900-99.0% | $433-63.6% |