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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN (ASCENSUS) Service code 15 200 DRYDEN RD · WAYNE, PA 19025 | Recordkeeping | $8,939 |
Filed as: PHILLIPS FINANCIAL MGMT Service code 27 6920 POINTE INVERNESS · FORT WAYNE, IN 46804 | Advisory (Plan) | $5,415 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,245 | $39,019-63.5% | $80,716-82.4% | $85,850-83.4% |
| Participation rate | 53.9% | 41.5%+12.4pp | 54.2%-0.2pp | 69.3%-15.4pp |
| Annual return | 18.81% | 26.27%-7.5pp | 87.28%-68.5pp | 318.53%-299.7pp |
| Employer contribution / active EE | $88 | $722-87.8% | $1,160-92.4% | $2,565-96.6% |
| Participant deferral / active EE | $743 | $1,326-43.9% | $2,146-65.4% | $3,952-81.2% |
| Admin fee / account holder | $133 | $2,431-94.5% | $3,380-96.1% | $6,260-97.9% |