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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,841 |
ELLIOTT DAVIS, LLC4 years Filed as: ELLIOTT DAVIS LLC Service code 10 · EIN 57-0381582 | Accounting | $6,000 |
Annual investment return 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 | $16,266 | $60,989-73.3% | $60,906-73.3% | $66,938-75.7% |
| Participation rate | 79.8% | 74.5%+5.3pp | 73.1%+6.7pp | 69.8%+10.0pp |
| Annual return | -19.15% | -9.60%-9.5pp | 16.94%-36.1pp | 1.58%-20.7pp |
| Employer contribution / active EE | $2,177 | $2,661-18.2% | $2,703-19.5% | $2,545-14.5% |
| Participant deferral / active EE | $2,248 | $3,615-37.8% | $3,814-41.0% | $4,238-47.0% |
| Admin fee / account holder | $101 | $338-70.2% | $3,227-96.9% | $594-83.0% |