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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 | $14,050 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,465 |
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 | $41,146 | $72,114-42.9% | $108,745-62.2% | $62,881-34.6% |
| Participation rate | 36.8% | 74.6%-37.8pp | 77.7%-40.8pp | 69.3%-32.5pp |
| Annual return | 7.34% | 13.41%-6.1pp | 46.22%-38.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,425 | $2,694-47.1% | $3,323-57.1% | $2,281-37.5% |
| Participant deferral / active EE | $3,311 | $4,044-18.1% | $5,121-35.3% | $3,203+3.4% |
| Admin fee / account holder | $232 | $4,608-95.0% | $6,144-96.2% | $4,296-94.6% |