Filed July 16, 2013
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS TRUST COMPANY Service code 19 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Securities Custodian | $8,501 |
QP CONSULTING1 year Service code 26 6930 CARROLL AVE. · TAKOMA PARK, MD 20912 | Advisory (Participants) | $7,958 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $22,814 | $71,192-68.0% | $117,860-80.6% | $62,293-63.4% |
| Participation rate | 68.9% | 74.2%-5.3pp | 79.7%-10.8pp | 69.5%-0.6pp |
| Annual return | 21.38% | 18.66%+2.7pp | 335.10%-313.7pp | 28.90%-7.5pp |
| Employer contribution / active EE | $475 | $1,934-75.4% | $3,786-87.5% | $2,042-76.7% |
| Participant deferral / active EE | $2,302 | $3,189-27.8% | $4,482-48.6% | $3,169-27.4% |
| Admin fee / account holder | $146 | $587-75.2% | $8,021-98.2% | $479-69.6% |