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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 60 · EIN 11-3665754 | Sub-TA Fees | $5,173,875 |
Service code 37 · EIN 04-2647786 | Loan Processing | $52,548 |
Service code 27 · EIN 46-5576228 | Advisory (Plan) | $9,042 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,187 | $50,919-87.8% | $155,556-96.0% | $77,762-92.0% |
| Participation rate | 55.7% | 63.1%-7.4pp | 78.2%-22.6pp | 70.6%-14.9pp |
| Annual return | 13.29% | 34.84%-21.5pp | 64.84%-51.5pp | 31.27%-18.0pp |
| Employer contribution / active EE | $418 | $1,991-79.0% | $4,675-91.1% | $2,728-84.7% |
| Participant deferral / active EE | $1,256 | $2,824-55.5% | $5,631-77.7% | $4,651-73.0% |
| Admin fee / account holder | $163 | $437-62.7% | $15,885-99.0% | $433-62.4% |