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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $7,791 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,637 | $60,139-22.5% | $90,461-48.4% | $79,856-41.6% |
| Participation rate | 48.2% | 65.0%-16.8pp | 72.7%-24.5pp | 69.6%-21.4pp |
| Annual return | 12.75% | 71.96%-59.2pp | 1294.76%-1282.0pp | 31.71%-19.0pp |
| Employer contribution / active EE | $414 | $2,069-80.0% | $3,264-87.3% | $2,471-83.3% |
| Participant deferral / active EE | $1,903 | $2,939-35.2% | $3,964-52.0% | $3,741-49.1% |
| Admin fee / account holder | $239 | $3,978-94.0% | $5,617-95.7% | $5,306-95.5% |