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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $8,483 |
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 | $31,446 | $54,763-42.6% | $90,324-65.2% | $72,976-56.9% |
| Participation rate | 53.6% | 65.2%-11.6pp | 73.3%-19.7pp | 69.5%-15.9pp |
| Annual return | 20.12% | 30.63%-10.5pp | 78.15%-58.0pp | 81.02%-60.9pp |
| Employer contribution / active EE | $434 | $2,093-79.3% | $2,856-84.8% | $2,440-82.2% |
| Participant deferral / active EE | $1,966 | $2,887-31.9% | $3,885-49.4% | $3,608-45.5% |
| Admin fee / account holder | $155 | $3,973-96.1% | $5,356-97.1% | $5,124-97.0% |