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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC1+ years Filed as: A.M.I.C. ADVISORS Service code 26 11313 DISTINCTIVE DRIVE · ORLAND PARK, IL 60467 | Advisory (Participants) | $25,982 |
ASCENSUS LLC1+ years Filed as: ASCENSUS, INC. Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $8,267 |
KLESMAN & COMPANY, P.C.1+ years Service code 10 · EIN 36-3606968 7110 W. 127TH STREET 230 · PALOS HEIGHTS, IL 60463 | Accounting | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,597 | $33,745-68.6% | $64,105-83.5% | $55,191-80.8% |
| Participation rate | 98.3% | 59.4%+38.9pp | 68.2%+30.1pp | 69.2%+29.1pp |
| Annual return | 0.59% | 4.95%-4.4pp | 791.24%-790.6pp | 10.78%-10.2pp |
| Employer contribution / active EE | $96 | $641-85.0% | $1,820-94.7% | $1,899-94.9% |
| Participant deferral / active EE | $368 | $1,929-80.9% | $2,822-87.0% | $3,046-87.9% |
| Admin fee / account holder | $61 | $94-35.7% | $4,499-98.7% | $91-33.2% |