Filed April 22, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 26 · EIN 90-0142264 | Advisory (Participants) | $55,774 |
NEWPORT GROUP, INC.7 years Service code 13 · EIN 27-2037969 | Contract Administrator | $40,683 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $139,824 | $65,437+113.7% | $86,698+61.3% | $66,949+108.9% |
| Participation rate | 99.2% | 75.5%+23.8pp | 76.6%+22.6pp | 69.8%+29.4pp |
| Annual return | -12.92% | -10.91%-2.0pp | 35.96%-48.9pp | 1.57%-14.5pp |
| Employer contribution / active EE | $1,566 | $2,154-27.3% | $2,837-44.8% | $2,545-38.5% |
| Participant deferral / active EE | $6,970 | $4,102+69.9% | $4,656+49.7% | $4,239+64.4% |
| Admin fee / account holder | $508 | $642-20.9% | $7,492-93.2% | $594-14.5% |