Filed April 29, 2020
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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.5+ years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $47,118 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,232 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN EDWARDS Service code 13 · EIN 54-0504608 | Contract Administrator | $4,008 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,315 | $66,319-33.2% | $93,621-52.7% | $65,185-32.0% |
| Participation rate | 63.0% | 74.0%-11.1pp | 75.8%-12.9pp | 70.2%-7.2pp |
| Annual return | 24.21% | 42.59%-18.4pp | 32.76%-8.5pp | 29.38%-5.2pp |
| Employer contribution / active EE | $1,861 | $2,013-7.5% | $2,719-31.6% | $2,177-14.5% |
| Participant deferral / active EE | $3,833 | $3,343+14.7% | $4,070-5.8% | $3,514+9.1% |
| Admin fee / account holder | $352 | $6,900-94.9% | $7,890-95.5% | $847-58.5% |