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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,411 |
ROSS BUEHLER FALK & COMPANY LLP1+ years Filed as: ROSS BUEHLER FALK & CO. Service code 10 · EIN 23-2327390 | Accounting | $6,175 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,876 | $33,745-64.8% | $64,105-81.5% | $55,191-78.5% |
| Participation rate | 71.3% | 59.4%+11.9pp | 68.2%+3.1pp | 69.2%+2.1pp |
| Annual return | -2.54% | 4.95%-7.5pp | 791.24%-793.8pp | 10.78%-13.3pp |
| Employer contribution / active EE | $83 | $641-87.0% | $1,820-95.4% | $1,899-95.6% |
| Participant deferral / active EE | $2,019 | $1,929+4.6% | $2,822-28.4% | $3,046-33.7% |
| Admin fee / account holder | $63 | $94-33.4% | $4,499-98.6% | $91-30.8% |