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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,205 |
Filed as: MORGAN STANLEY Service code 33 · EIN 20-8764829 | Distribution (12b-1) fees; Sales load... | $3,794 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $36,645 | $66,601-45.0% | $92,909-60.6% | $67,579-45.8% |
| Participation rate | 58.4% | 72.5%-14.1pp | 76.0%-17.6pp | 71.3%-12.9pp |
| Annual return | 22.62% | 92.58%-70.0pp | 109.44%-86.8pp | 378.56%-355.9pp |
| Employer contribution / active EE | $303 | $2,775-89.1% | $3,653-91.7% | $2,148-85.9% |
| Participant deferral / active EE | $2,672 | $3,157-15.3% | $4,238-36.9% | $3,539-24.5% |
| Admin fee / account holder | $8 | $199-95.8% | $5,795-99.9% | $142-94.2% |