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| Provider | Service type | Compensation |
|---|---|---|
ARNETT CARBIS TOOTHMAN LLP5 years Service code 10 PO BOX 45723 · BALTIMORE, MD 21297 | Accounting | $11,400 |
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,545 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,335 | $95,416-86.0% | $185,823-92.8% | $85,850-84.5% |
| Participation rate | 82.4% | 68.8%+13.7pp | 81.7%+0.7pp | 69.3%+13.1pp |
| Annual return | 7.60% | 23.59%-16.0pp | 122.05%-114.4pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,786 | $3,314-46.1% | $5,167-65.4% | $2,565-30.4% |
| Participant deferral / active EE | $0 | $3,423-100.0% | $5,568-100.0% | $3,952-100.0% |
| Admin fee / account holder | $173 | $7,213-97.6% | $16,237-98.9% | $6,260-97.2% |