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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $31,626 |
FMD CPAS1 year Service code 10 355 S. OLD WOODWARD · BIRMINGHAM, MI 48009 | Accounting | $17,900 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,189 | $64,119-79.4% | $112,228-88.2% | $66,914-80.3% |
| Participation rate | 77.0% | 68.5%+8.6pp | 75.1%+2.0pp | 69.8%+7.2pp |
| Annual return | -10.88% | -13.81%+2.9pp | 27.45%-38.3pp | 1.58%-12.5pp |
| Employer contribution / active EE | $449 | $3,005-85.1% | $3,635-87.7% | $2,544-82.4% |
| Participant deferral / active EE | $2,109 | $3,693-42.9% | $4,728-55.4% | $4,237-50.2% |
| Admin fee / account holder | $203 | $625-67.5% | $6,410-96.8% | $593-65.8% |