Filed December 3, 2024
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $12,883 |
MORNINGSTAR2 years Service code 27 22 WEST WASHINTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $2,667 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
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 | $9,758 | $55,470-82.4% | $155,556-93.7% | $74,478-86.9% |
| Participation rate | 56.5% | 61.9%-5.4pp | 78.2%-21.7pp | 67.2%-10.7pp |
| Annual return | 10.36% | 269.80%-259.4pp | 64.84%-54.5pp | 1370.56%-1360.2pp |
| Employer contribution / active EE | $262 | $2,267-88.4% | $4,675-94.4% | $2,626-90.0% |
| Participant deferral / active EE | $573 | $2,838-79.8% | $5,631-89.8% | $4,350-86.8% |
| Admin fee / account holder | $121 | $1,744-93.1% | $15,885-99.2% | $1,946-93.8% |