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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $39,995 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $24,930 |
Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $24,871 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $48,734 | $99,078-50.8% | $96,544-49.5% | $74,419-34.5% |
| Participation rate | 86.7% | 80.7%+6.0pp | 76.0%+10.7pp | 70.7%+16.0pp |
| Annual return | 10.55% | 22.48%-11.9pp | 25.84%-15.3pp | 34.38%-23.8pp |
| Employer contribution / active EE | $1,178 | $2,570-54.2% | $2,965-60.3% | $2,637-55.3% |
| Participant deferral / active EE | $3,104 | $4,933-37.1% | $4,851-36.0% | $4,528-31.4% |
| Admin fee / account holder | $178 | $225-20.8% | $8,252-97.8% | $348-48.8% |