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| Provider | Service type | Compensation |
|---|---|---|
PREMIER PLAN CONSULTANTS1 year Service code 13 6215 FERRIS SQUARE SUITE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $650 |
THE VANGUARD GROUP, INC.1 year Service code 64 · EIN 23-1945930 | Recordkeeping Fees | $480 |
ASCENSUS LLC1 year Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,262 | $99,957-86.7% | $149,715-91.1% | $73,493-82.0% |
| Participation rate | 37.3% | 75.7%-38.4pp | 82.5%-45.2pp | 70.7%-33.4pp |
| Annual return | 97.71% | 53.87%+43.8pp | 276.66%-179.0pp | 28.51%+69.2pp |
| Employer contribution / active EE | $550 | $3,191-82.8% | $4,645-88.2% | $2,270-75.8% |
| Participant deferral / active EE | $1,786 | $6,073-70.6% | $6,842-73.9% | $3,740-52.3% |
| Admin fee / account holder | $4 | $551-99.2% | $9,310-100.0% | $513-99.1% |