Filed December 3, 2024
Total covered: 2 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,182 |
MORNINGSTAR1 year Service code 27 22 WEST WASHINTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $2,167 |
Filed as: OSBORNE & ASSOCIATES Service code 17 · EIN 77-0443464 4216 KIERNAN AVE. SUITE 203 · MODESTO, CA 95356 | Pension Consulting | $300 |
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.
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 | $8,841 | $61,356-85.6% | $149,696-94.1% | $71,511-87.6% |
| Participation rate | 63.1% | 62.5%+0.6pp | 78.8%-15.7pp | 67.9%-4.8pp |
| Annual return | 15.13% | 35.86%-20.7pp | 134.46%-119.3pp | 28.86%-13.7pp |
| Employer contribution / active EE | $270 | $2,382-88.7% | $4,821-94.4% | $2,589-89.6% |
| Participant deferral / active EE | $716 | $2,920-75.5% | $5,682-87.4% | $4,291-83.3% |
| Admin fee / account holder | $110 | $1,263-91.3% | $13,212-99.2% | $1,588-93.1% |