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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $9,210 |
Filed as: SNYDER COHN PC Service code 10 · EIN 52-1022233 | Accounting | $8,500 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN FIDUCIARY SERVICES, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $4,834 |
RPA FINANCIAL, LLC1 year Filed as: RPA FINANCIAL LLC Service code 27 · EIN 83-1143379 | Advisory (Plan) | $675 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $8 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,492 | $52,507-70.5% | $129,406-88.0% | $74,478-79.2% |
| Participation rate | 67.7% | 53.9%+13.8pp | 69.6%-1.9pp | 67.2%+0.5pp |
| Annual return | 15.57% | 15.64%-0.1pp | 9468.18%-9452.6pp | 1370.56%-1355.0pp |
| Employer contribution / active EE | $739 | $1,534-51.9% | $4,155-82.2% | $2,626-71.9% |
| Participant deferral / active EE | $1,500 | $2,801-46.4% | $4,167-64.0% | $4,350-65.5% |
| Admin fee / account holder | $162 | $2,639-93.9% | $7,689-97.9% | $1,946-91.7% |