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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $16,110 |
EAGLES STRATEGIES, LLC3 years Service code 27 51 MADISON AVE · NEW YORK, NY 10010 | Advisory (Plan) | $14,904 |
LWI FINANCIAL INC3 years Filed as: LWI FINANCIAL, INC. Service code 27 10 ALMADEN BLVD. · SAN JOSE, CA 95113 | Advisory (Plan) | $11,254 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,757 | $54,573-3.3% | $90,951-42.0% | $73,488-28.2% |
| Participation rate | 71.3% | 61.2%+10.2pp | 69.0%+2.3pp | 70.7%+0.6pp |
| Annual return | 2.31% | 16.69%-14.4pp | 134.60%-132.3pp | 28.51%-26.2pp |
| Employer contribution / active EE | $940 | $991-5.2% | $2,122-55.7% | $2,270-58.6% |
| Participant deferral / active EE | $3,207 | $2,517+27.4% | $3,373-4.9% | $3,740-14.2% |
| Admin fee / account holder | $315 | $521-39.5% | $5,959-94.7% | $513-38.5% |