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| Provider | Service type | Compensation |
|---|---|---|
GRASSI & CO1+ years Filed as: GRASSI AND CO, CPAS, PC Service code 10 · EIN 11-3266576 | Accounting | $12,719 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,490 |
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 27 1801 CALIFORNIA ST · DENVER, CO 80202 | Advisory (Plan) | $5,134 |
Filed as: MERRILL LYNCH,PIERCE,FENNER & SMITH Service code 18 · EIN 13-5674085 | Securities brokerage commissions and ... | $575 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $56,390 | $70,002-19.4% | $115,037-51.0% | $52,331+7.8% |
| Participation rate | 93.8% | 72.1%+21.7pp | 81.4%+12.5pp | 68.1%+25.7pp |
| Annual return | 4.60% | 4.04%+0.6pp | 26.14%-21.5pp | 4.54%+0.1pp |
| Employer contribution / active EE | $228 | $2,715-91.6% | $4,608-95.1% | $1,882-87.9% |
| Participant deferral / active EE | $6,197 | $4,920+26.0% | $6,026+2.8% | $3,022+105.0% |
| Admin fee / account holder | $86 | $566-84.8% | $8,175-98.9% | $592-85.4% |