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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $24,126 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | Contract Administrator | $75 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $15,676 | $75,388-79.2% | $123,549-87.3% | $55,725-71.9% |
| Participation rate | 93.5% | 75.7%+17.8pp | 82.3%+11.2pp | 70.9%+22.6pp |
| Annual return | -2.29% | 4.48%-6.8pp | 119.20%-121.5pp | 244.93%-247.2pp |
| Employer contribution / active EE | $0 | $3,063-100.0% | $4,628-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $6,856 | $5,651+21.3% | $6,426+6.7% | $3,356+104.3% |
| Admin fee / account holder | $73 | $120-39.2% | $9,284-99.2% | $115-36.8% |