Filed April 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1+ years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $25,033 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,209 | $53,412-37.8% | $68,509-51.5% | $52,331-36.5% |
| Participation rate | 67.7% | 71.7%-4.0pp | 74.7%-7.1pp | 68.1%-0.4pp |
| Annual return | 1.69% | 3.42%-1.7pp | 8.27%-6.6pp | 4.54%-2.9pp |
| Employer contribution / active EE | $2,069 | $1,607+28.8% | $2,278-9.1% | $1,882+10.0% |
| Participant deferral / active EE | $4,781 | $2,688+77.9% | $3,382+41.3% | $3,022+58.2% |
| Admin fee / account holder | $255 | $461-44.6% | $5,275-95.2% | $592-56.9% |