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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $3,971 |
THE BENEFIT ADVANTAGE, INC.2 years Service code 13 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Contract Administrator | $3,590 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,054 | $79,519-45.9% | $95,960-55.1% | $73,412-41.4% |
| Participation rate | 36.2% | 81.2%-45.0pp | 77.1%-40.9pp | 72.2%-36.0pp |
| Annual return | 4.77% | 19.20%-14.4pp | 91.63%-86.9pp | 59.30%-54.5pp |
| Employer contribution / active EE | $1,041 | $2,048-49.2% | $2,541-59.0% | $2,234-53.4% |
| Participant deferral / active EE | $1,086 | $4,138-73.7% | $4,167-73.9% | $3,806-71.5% |
| Admin fee / account holder | $52 | $184-72.0% | $6,797-99.2% | $158-67.3% |