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| Provider | Service type | Compensation |
|---|---|---|
401(K) ADVISORS INC4+ years Filed as: A.M.I.C. ADVISORS Service code 26 11313 DISTINCTIVE DRIVE · ORLAND PARK, IL 60467 | Advisory (Participants) | $11,913 |
LESLIE GLOBAL WEALTH LLC1 year Filed as: LESLIE GLOBAL WEALTH, LLC Service code 26 205 N. MICHIGAN AVE 3912 · CHICAGO, IL 60601 | Advisory (Participants) | $11,826 |
ASCENSUS LLC4+ years Filed as: ASCENSUS, INC. Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $8,754 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,914 | $35,485-69.2% | $74,552-85.4% | $55,725-80.4% |
| Participation rate | 100.0% | 62.5%+37.5pp | 69.1%+30.9pp | 70.9%+29.1pp |
| Annual return | -1.57% | 0.72%-2.3pp | 32.53%-34.1pp | 244.93%-246.5pp |
| Employer contribution / active EE | $0 | $777-100.0% | $1,961-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $412 | $2,181-81.1% | $3,108-86.8% | $3,356-87.7% |
| Admin fee / account holder | $78 | $114-31.8% | $5,060-98.5% | $115-32.3% |