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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $0 |
ASPERIA INC3 years Service code 13 546 MAIN ST STE 101 · WORCESTER, MA 01608 | Contract Administrator | $0 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NEWTWORKS LLC Service code 27 2301 ROSECRANS AVE, #5100 · EL SEGUNDO, CA 90245 | Advisory (Plan) | $0 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
VANTAGE FINANCIAL GROUP2 years Filed as: VANTAGE FINANCIAL GROUP, INC. Service code 27 6200 ROCKSIDE ROAD · CLEVELAND, OH 44131 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,971 | $84,482-32.6% | $125,363-54.6% | $66,930-14.9% |
| Participation rate | 51.2% | 76.4%-25.2pp | 82.4%-31.2pp | 69.8%-18.6pp |
| Annual return | -11.23% | -8.49%-2.7pp | 572.15%-583.4pp | 1.57%-12.8pp |
| Employer contribution / active EE | $8,197 | $3,553+130.7% | $4,815+70.3% | $2,545+222.1% |
| Participant deferral / active EE | $0 | $6,782-100.0% | $7,447-100.0% | $4,238-100.0% |
| Admin fee / account holder | $502 | $685-26.7% | $10,005-95.0% | $593-15.4% |