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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,211 | $49,915-75.5% | $154,803-92.1% | $74,304-83.6% |
| Participation rate | 52.8% | 54.0%-1.2pp | 78.1%-25.3pp | 60.3%-7.6pp |
| Annual return | 18.53% | 34.06%-15.5pp | 58.88%-40.3pp | 29.43%-10.9pp |
| Employer contribution / active EE | $257 | $1,611-84.1% | $4,305-94.0% | $2,241-88.5% |
| Participant deferral / active EE | $886 | $2,255-60.7% | $5,540-84.0% | $3,767-76.5% |
| Admin fee / account holder | $195 | $2,189-91.1% | $14,329-98.6% | $2,969-93.4% |