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| Provider | Service type | Compensation |
|---|---|---|
THREE BELL CAPITAL LLC1 year Filed as: THREE BELL CAPITAL Service code 99 · EIN 45-3567626 | Other Fees | $47,571 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $26,301 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,358 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $72 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,115 | $63,321-49.3% | $68,794-53.3% | $77,906-58.8% |
| Participation rate | 93.1% | 71.1%+21.9pp | 69.0%+24.0pp | 73.7%+19.4pp |
| Annual return | -10.24% | -6.50%-3.7pp | -6.37%-3.9pp | 12.16%-22.4pp |
| Employer contribution / active EE | $1 | $2,794-100.0% | $2,656-100.0% | $2,846-100.0% |
| Participant deferral / active EE | $11,327 | $4,029+181.1% | $3,941+187.4% | $4,805+135.7% |
| Admin fee / account holder | $18 | $104-83.0% | $4,934-99.6% | $133-86.6% |