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| Provider | Service type | Compensation |
|---|---|---|
Filed as: J. BARRY KEVIL, CPA Service code 10 1115 W ABRAM ST · ARLINGTON, TX 76013 | Accounting | $15,050 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $570 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $45,271 | $81,258-44.3% | $105,218-57.0% | $59,632-24.1% |
| Participation rate | 40.7% | 75.4%-34.7pp | 77.2%-36.5pp | 68.7%-28.0pp |
| Annual return | -1.87% | 1.96%-3.8pp | 5.33%-7.2pp | 2041.32%-2043.2pp |
| Employer contribution / active EE | $1,183 | $2,562-53.8% | $3,255-63.6% | $2,203-46.3% |
| Participant deferral / active EE | $2,550 | $3,881-34.3% | $4,867-47.6% | $3,192-20.1% |
| Admin fee / account holder | $214 | $5,841-96.3% | $6,992-96.9% | $4,297-95.0% |