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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 | $99,442-34.2% | $113,397-42.3% | $71,012-7.9% |
| Participation rate | 45.0% | 78.9%-33.9pp | 76.5%-31.5pp | 58.6%-13.5pp |
| Annual return | 9.44% | 17.93%-8.5pp | 23.20%-13.8pp | 37.67%-28.2pp |
| Employer contribution / active EE | $1,680 | $3,068-45.2% | $2,977-43.6% | $2,348-28.4% |
| Participant deferral / active EE | $1,724 | $4,915-64.9% | $5,076-66.0% | $3,246-46.9% |
| Admin fee / account holder | $225 | $535-57.8% | $11,957-98.1% | $1,167-80.7% |