Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $55,000 |
NEWPORT GROUP, INC.3 years Service code 12 · EIN 27-2037969 | Participant loan processing; Recordke... | $35,340 |
Filed as: A.D. BEADELL INVESTMENT COUNSEL INC Service code 27 · EIN 39-1572238 | Advisory (Plan) | $32,826 |
NEWPORT GROUP, INC.1 year Filed as: NEWPORT TRUST COMPANY Service code 12 · EIN 27-4411131 | Account maintenance fees; Custodial (... | $11,839 |
WIPFLI LLP3 years Filed as: WIPFLI, LLP Service code 10 · EIN 39-0758449 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $138,211 | $59,191+133.5% | $76,767+80.0% | $56,289+145.5% |
| Participation rate | 95.1% | 75.2%+19.9pp | 77.0%+18.2pp | 69.9%+25.3pp |
| Annual return | -3.64% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $2,592 | $1,759+47.4% | $2,485+4.3% | $2,111+22.8% |
| Participant deferral / active EE | $5,411 | $3,255+66.2% | $3,852+40.5% | $3,350+61.5% |
| Admin fee / account holder | $753 | $489+53.8% | $6,675-88.7% | $521+44.5% |