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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,027 |
SAGEPOINT FINANCIAL INC1 year Service code 27 · EIN 20-1741754 | Advisory (Plan) | $5,557 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,035 | $40,174+27.0% | $84,015-39.3% | $67,579-24.5% |
| Participation rate | 42.7% | 62.7%-20.0pp | 69.0%-26.3pp | 71.3%-28.6pp |
| Annual return | 24.20% | 25.82%-1.6pp | 71.31%-47.1pp | 378.56%-354.4pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,413 | $2,301+4.8% | $3,239-25.5% | $3,539-31.8% |
| Admin fee / account holder | $91 | $128-29.0% | $6,101-98.5% | $142-36.0% |