Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 90-0142264 | Advisory (Participants) | $65,189 |
NEWPORT GROUP, INC.6 years Service code 13 · EIN 27-2037969 | Contract Administrator | $47,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,376 | $84,940+105.3% | $111,306+56.7% | $79,389+119.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 77.3%+22.7pp | 70.7%+29.3pp |
| Annual return | 11.17% | 17.45%-6.3pp | 54.67%-43.5pp | 116.89%-105.7pp |
| Employer contribution / active EE | $2,910 | $1,979+47.0% | $2,732+6.5% | $2,428+19.9% |
| Participant deferral / active EE | $6,567 | $3,889+68.9% | $4,488+46.3% | $4,046+62.3% |
| Admin fee / account holder | $583 | $537+8.4% | $7,966-92.7% | $626-7.0% |