See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,295 |
Filed as: RAYMOND JAMES AND ASSOCIATES Service code 13 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Contract Administrator | $9,249 |
LINCOLN NATIONAL CORPORATION6+ years Service code 13 · EIN 35-1140070 | Contract Administrator | $1,700 |
Filed as: ATLANTIC PENSION SERVICES Service code 14 · EIN 23-2942715 511 SCHOOLHOUSE RD · KENNETT SQUARE, PA 19348 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,584 | $65,322-54.7% | $70,449-58.0% | $73,488-59.7% |
| Participation rate | 34.2% | 77.0%-42.7pp | 75.1%-40.8pp | 70.7%-36.4pp |
| Annual return | 16.61% | 15.71%+0.9pp | 109.03%-92.4pp | 28.51%-11.9pp |
| Employer contribution / active EE | $209 | $2,460-91.5% | $2,737-92.4% | $2,270-90.8% |
| Participant deferral / active EE | $1,420 | $3,375-57.9% | $3,709-61.7% | $3,740-62.0% |
| Admin fee / account holder | $144 | $214-32.9% | $3,845-96.3% | $513-72.0% |