Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 90-0142264 | Advisory (Participants) | $75,746 |
NEWPORT GROUP, INC.9 years Service code 13 · EIN 27-2037969 | Contract Administrator | $25,734 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,198 | $79,171+32.9% | $102,423+2.7% | $74,495+41.2% |
| Participation rate | 96.4% | 74.8%+21.6pp | 76.5%+19.9pp | 67.2%+29.2pp |
| Annual return | 11.81% | 54.93%-43.1pp | 29.32%-17.5pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,560 | $2,362-34.0% | $3,023-48.4% | $2,623-40.5% |
| Participant deferral / active EE | $8,087 | $4,415+83.2% | $5,053+60.0% | $4,346+86.1% |
| Admin fee / account holder | $493 | $2,001-75.4% | $9,451-94.8% | $1,942-74.6% |