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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $8,160 |
Filed as: MIDATLANTIC CAPITAL MANAGEMENT Service code 27 · EIN 54-1676983 | Advisory (Plan) | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,507 | $43,423-52.8% | $78,676-73.9% | $55,167-62.8% |
| Participation rate | 52.5% | 68.0%-15.6pp | 73.6%-21.1pp | 69.0%-16.5pp |
| Annual return | 7.66% | 11.53%-3.9pp | 62.19%-54.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $356 | $1,997-82.2% | $2,850-87.5% | $1,963-81.9% |
| Participant deferral / active EE | $1,811 | $2,509-27.8% | $3,517-48.5% | $3,054-40.7% |
| Admin fee / account holder | $161 | $416-61.2% | $4,510-96.4% | $504-68.0% |