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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $18,891 |
CETERA ADVISOR NETWORKS LLC5 years Filed as: CETERA ADVISOR NETWORKS Service code 17 · EIN 95-3845382 200 N. PACIFIC COAST HWY. · EL SEGUNDO, CA 90245 | Pension Consulting | $17,617 |
BAKER TILLY US, LLP2 years Filed as: BAKER TILLY VANTAGEN LLC Service code 17 · EIN 23-2932984 2599 WILMINGTON ROAD · NEW CASTLE, PA 16105 | Pension Consulting | $5,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,521 | $55,415-66.6% | $155,509-88.1% | $74,495-75.1% |
| Participation rate | 60.5% | 61.9%-1.4pp | 78.2%-17.7pp | 67.2%-6.7pp |
| Annual return | 10.54% | 268.50%-258.0pp | 64.67%-54.1pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $1,120 | $2,267-50.6% | $4,672-76.0% | $2,623-57.3% |
| Participant deferral / active EE | $1,205 | $2,836-57.5% | $5,626-78.6% | $4,346-72.3% |
| Admin fee / account holder | $263 | $1,738-84.9% | $15,912-98.3% | $1,942-86.5% |