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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN BY ASCENSUS - GLDLF Service code 14 PO BOX 734602 · CHICAGO, IL 60673 | Plan Administrator | $77,584 |
Service code 26 | Advisory (Participants) | $48,795 |
Filed as: WEALTH PLUS OF THE DAKOTAS,INC Service code 26 · EIN 81-4923530 | Advisory (Participants) | $48,795 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $34,901 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $2,788 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,788 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,200 | $64,768-78.1% | $76,383-81.4% | $77,762-81.7% |
| Participation rate | 98.9% | 72.6%+26.3pp | 79.3%+19.6pp | 70.6%+28.3pp |
| Annual return | 11.18% | 13.90%-2.7pp | 13.79%-2.6pp | 31.27%-20.1pp |
| Employer contribution / active EE | $3,386 | $2,747+23.3% | $4,587-26.2% | $2,728+24.1% |
| Participant deferral / active EE | $2,912 | $3,709-21.5% | $5,474-46.8% | $4,651-37.4% |
| Admin fee / account holder | $246 | $1,025-76.0% | $5,147-95.2% | $433-43.2% |