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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE, STE 402 · GOODLETTSVILLE, TN 37072 | Recordkeeping | $0 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,479 | $46,360-75.2% | $147,617-92.2% | $52,331-78.1% |
| Participation rate | 40.3% | 64.9%-24.6pp | 84.6%-44.3pp | 68.1%-27.8pp |
| Annual return | -2.28% | 1.62%-3.9pp | 61.98%-64.3pp | 4.54%-6.8pp |
| Employer contribution / active EE | $867 | $2,126-59.2% | $5,564-84.4% | $1,882-53.9% |
| Participant deferral / active EE | $1,485 | $2,258-34.2% | $4,895-69.7% | $3,022-50.9% |
| Admin fee / account holder | $83 | $766-89.2% | $11,612-99.3% | $592-86.0% |