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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $18,406 |
THE BENEFIT ADVANTAGE, INC.7 years Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $16,804 |
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.
Annual investment return 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 | $65,384 | $103,024-36.5% | $112,040-41.6% | $79,634-17.9% |
| Participation rate | 45.0% | 80.6%-35.5pp | 76.5%-31.5pp | 62.5%-17.4pp |
| Annual return | 9.44% | 17.60%-8.2pp | 24.52%-15.1pp | 36.46%-27.0pp |
| Employer contribution / active EE | $1,680 | $3,015-44.3% | $2,954-43.1% | $2,529-33.6% |
| Participant deferral / active EE | $1,724 | $5,233-67.1% | $5,098-66.2% | $3,835-55.0% |
| Admin fee / account holder | $225 | $465-51.5% | $12,098-98.1% | $1,002-77.5% |