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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,064 |
BLACK & PINCKARD LLC2+ years Filed as: BLACK, BASHOR & PORSCH Service code 10 270 EAST CONNELLY BLVD · SHARON, PA 16146 | Accounting | $5,650 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $14,603 | $46,732-68.8% | $156,551-90.7% | $55,167-73.5% |
| Participation rate | 56.9% | 65.8%-8.9pp | 84.0%-27.1pp | 69.0%-12.1pp |
| Annual return | 2.91% | 17.72%-14.8pp | 32.23%-29.3pp | 169.23%-166.3pp |
| Employer contribution / active EE | $1,054 | $2,105-49.9% | $5,501-80.8% | $1,963-46.3% |
| Participant deferral / active EE | $0 | $2,204-100.0% | $4,871-100.0% | $3,054-100.0% |
| Admin fee / account holder | $115 | $418-72.6% | $13,028-99.1% | $504-77.3% |