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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC2+ years Filed as: A.M.I.C. ADVISORS Service code 26 11313 DISTINCTIVE DRIVE · ORLAND PARK, IL 60467 | Advisory (Participants) | $26,488 |
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC. Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $11,722 |
KLESMAN & COMPANY, P.C.2+ 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.
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 | $11,389 | $37,044-69.3% | $71,796-84.1% | $57,658-80.2% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 70.2%+29.8pp |
| Annual return | 5.84% | 12.64%-6.8pp | 78.04%-72.2pp | 5.13%+0.7pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $359 | $1,974-81.8% | $2,794-87.2% | $3,061-88.3% |
| Admin fee / account holder | $69 | $101-31.3% | $4,815-98.6% | $95-26.6% |