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| Provider | Service type | Compensation |
|---|---|---|
BERRY DUNN2 years Filed as: BERRY DUNN MCNEIL AND PARKER Service code 10 101 MIDDLE STREET · PORTLAND, ME 04104 | Accounting | $24,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W. BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $14,336 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,157 |
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.
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 | $16,406 | $50,902-67.8% | $155,534-89.5% | $77,736-78.9% |
| Participation rate | 19.2% | 63.1%-43.8pp | 78.2%-59.0pp | 70.6%-51.3pp |
| Annual return | 6.91% | 34.85%-27.9pp | 64.92%-58.0pp | 31.26%-24.4pp |
| Employer contribution / active EE | $89 | $1,991-95.6% | $4,675-98.1% | $2,728-96.8% |
| Participant deferral / active EE | $675 | $2,824-76.1% | $5,630-88.0% | $4,651-85.5% |
| Admin fee / account holder | $243 | $437-44.3% | $15,900-98.5% | $433-43.8% |