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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS TPA SOLUTIONS Service code 12 · EIN 33-0962367 5832 BOLSA AVENUE SUITE 100 · HUNTINGTON BEACH, CA 92649 | Recordkeeping and information managem... | $0 |
Service code 13 · EIN 62-0951563 57 GERMANTOWN COURT FOURTH FLOOR · CORDOVA, TN 38018 | Contract Administrator | $0 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 17 · EIN 47-1411118 111 DEERWOOD RD SUITE 355 · SAN RAMON, CA 94583 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,956 | $43,504-58.7% | $68,793-73.9% | $56,287-68.1% |
| Participation rate | 20.2% | 67.8%-47.7pp | 72.2%-52.1pp | 69.9%-49.7pp |
| Annual return | -6.41% | -3.15%-3.3pp | -4.63%-1.8pp | -9.96%+3.6pp |
| Employer contribution / active EE | $0 | $1,525-100.0% | $2,625-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $754 | $2,509-70.0% | $3,311-77.2% | $3,350-77.5% |
| Admin fee / account holder | $0 | $515-100.0% | $5,131-100.0% | $521-100.0% |