Filed June 1, 2015 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $94,456 |
THE ASCENT GROUP, LLC2 years Service code 99 · EIN 86-3001816 | Other Fees | $39,506 |
CHARLES W. SNADER, P.C.1 year Service code 10 · EIN 54-1873714 | Accounting | $5,150 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,417 | $46,332-51.6% | $143,797-84.4% | $64,824-65.4% |
| Participation rate | 59.0% | 64.2%-5.3pp | 80.3%-21.4pp | 71.5%-12.5pp |
| Annual return | -14.49% | -10.05%-4.4pp | -0.04%-14.4pp | 32.84%-47.3pp |
| Employer contribution / active EE | $2,330 | $1,911+21.9% | $4,952-53.0% | $2,507-7.1% |
| Participant deferral / active EE | $1,032 | $2,647-61.0% | $5,638-81.7% | $4,311-76.1% |
| Admin fee / account holder | $166 | $154+7.9% | $14,679-98.9% | $188-11.6% |