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 | $41,016-70.2% | $152,093-92.0% | $64,097-80.9% |
| Participation rate | 52.8% | 51.3%+1.4pp | 77.8%-25.0pp | 55.2%-2.4pp |
| Annual return | 18.53% | 39.60%-21.1pp | 66.36%-47.8pp | 34.64%-16.1pp |
| Employer contribution / active EE | $257 | $1,342-80.9% | $4,175-93.8% | $1,891-86.4% |
| Participant deferral / active EE | $886 | $1,927-54.0% | $5,451-83.8% | $3,080-71.2% |
| Admin fee / account holder | $195 | $2,305-91.5% | $14,497-98.7% | $3,454-94.3% |