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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 17 | Pension Consulting | $24,475 |
EISNERAMPER LLP1 year Filed as: HOLTHOUSE CARLIN & VAN TRIGHT LLP Service code 10 · EIN 95-4345526 | Accounting | $5,275 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 1299 OCEAN AVENUE · SANTA MONICA, CA 90401 | Advisory (Participants) | $3,382 |
Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $3,036 |
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 | $20,100 | $104,336-80.7% | $159,487-87.4% | $86,821-76.8% |
| Participation rate | 56.1% | 77.7%-21.7pp | 82.8%-26.8pp | 72.3%-16.2pp |
| Annual return | 12.96% | 26.32%-13.4pp | 263.71%-250.7pp | 97.94%-85.0pp |
| Employer contribution / active EE | $0 | $3,451-100.0% | $4,831-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $1,594 | $6,837-76.7% | $7,354-78.3% | $4,132-61.4% |
| Admin fee / account holder | $88 | $172-49.1% | $10,804-99.2% | $170-48.3% |