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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,820 |
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $4,694 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $1,491 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,978 | $65,453-63.4% | $86,698-72.3% | $66,938-64.2% |
| Participation rate | 88.6% | 75.5%+13.1pp | 76.6%+12.0pp | 69.8%+18.8pp |
| Annual return | -18.19% | -10.89%-7.3pp | 35.95%-54.1pp | 1.58%-19.8pp |
| Employer contribution / active EE | $793 | $2,154-63.2% | $2,837-72.0% | $2,545-68.8% |
| Participant deferral / active EE | $2,613 | $4,102-36.3% | $4,656-43.9% | $4,238-38.4% |
| Admin fee / account holder | $21 | $642-96.8% | $7,493-99.7% | $594-96.5% |