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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $40,668 |
Service code 64 8515 EAST ORCAHRD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $33,292 |
Service code 10 2633 CENTENNIAL BLVD STE 200 · TALLAHASSEE, FL 32308 | Accounting | $8,781 |
JANNEY MONTGOMERY SCOTT LLC3 years Service code 10 · EIN 23-0731260 | Accounting | $4,191 |
Filed as: ADVISED ASSET GROUP, LLC Service code 28 8515 EAST ORCHARD RD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,343 |
Service code 52 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,332 | $100,801-83.8% | $149,715-89.1% | $73,412-77.8% |
| Participation rate | 80.8% | 77.7%+3.1pp | 82.5%-1.7pp | 72.2%+8.6pp |
| Annual return | 12.80% | 265.34%-252.5pp | 276.66%-263.9pp | 59.30%-46.5pp |
| Employer contribution / active EE | $729 | $3,312-78.0% | $4,645-84.3% | $2,234-67.4% |
| Participant deferral / active EE | $2,387 | $6,404-62.7% | $6,842-65.1% | $3,806-37.3% |
| Admin fee / account holder | $106 | $181-41.5% | $9,310-98.9% | $158-33.0% |