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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $15,206 |
THE BENEFIT ADVANTAGE, INC.6 years Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,826 | $89,123-23.9% | $102,460-33.8% | $77,762-12.8% |
| Participation rate | 41.0% | 80.9%-40.0pp | 76.5%-35.5pp | 70.6%-29.6pp |
| Annual return | 44.59% | 25.05%+19.5pp | 29.47%+15.1pp | 31.27%+13.3pp |
| Employer contribution / active EE | $1,429 | $2,700-47.1% | $3,025-52.8% | $2,728-47.6% |
| Participant deferral / active EE | $1,400 | $5,148-72.8% | $5,056-72.3% | $4,651-69.9% |
| Admin fee / account holder | $88 | $236-62.8% | $9,460-99.1% | $433-79.7% |