Filed April 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.2+ years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $25,844 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,262 |
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).
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 | $29,861 | $56,640-47.3% | $78,002-61.7% | $55,167-45.9% |
| Participation rate | 56.9% | 73.3%-16.4pp | 75.5%-18.6pp | 69.0%-12.1pp |
| Annual return | 6.80% | 2868.48%-2861.7pp | 425.99%-419.2pp | 169.23%-162.4pp |
| Employer contribution / active EE | $1,736 | $1,724+0.7% | $2,470-29.7% | $1,963-11.5% |
| Participant deferral / active EE | $3,939 | $2,778+41.8% | $3,497+12.7% | $3,054+29.0% |
| Admin fee / account holder | $236 | $467-49.4% | $5,481-95.7% | $504-53.1% |