Filed December 3, 2024
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,521 |
MORNINGSTAR3 years Service code 27 22 WEST WASHINTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $2,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,211 | $45,343-73.1% | $150,298-91.9% | $67,986-82.0% |
| Participation rate | 52.8% | 51.9%+0.9pp | 77.8%-25.0pp | 57.2%-4.4pp |
| Annual return | 18.53% | 33.28%-14.7pp | 62.79%-44.3pp | 31.67%-13.1pp |
| Employer contribution / active EE | $257 | $1,462-82.4% | $4,154-93.8% | $2,019-87.3% |
| Participant deferral / active EE | $886 | $2,055-56.9% | $5,453-83.8% | $3,358-73.6% |
| Admin fee / account holder | $195 | $2,250-91.3% | $14,116-98.6% | $3,203-93.9% |