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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,470 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US, LLP. Service code 10 PO BOX 78975 · MILWAUKEE, WI 53278 | Accounting | $7,700 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,554 | $73,863-80.3% | $143,797-89.9% | $68,490-78.8% |
| Participation rate | 77.3% | 66.7%+10.7pp | 80.3%-3.0pp | 67.9%+9.4pp |
| Annual return | -12.17% | 0.91%-13.1pp | -0.04%-12.1pp | -7.85%-4.3pp |
| Employer contribution / active EE | $1,919 | $3,185-39.7% | $4,952-61.2% | $2,597-26.1% |
| Participant deferral / active EE | $0 | $3,385-100.0% | $5,638-100.0% | $4,028-100.0% |
| Admin fee / account holder | $206 | $5,756-96.4% | $14,679-98.6% | $5,403-96.2% |