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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE & CO LLC Service code 10 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $9,400 |
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,742 | $89,652-79.1% | $141,197-86.7% | $65,186-71.2% |
| Participation rate | 52.5% | 74.7%-22.2pp | 82.5%-29.9pp | 70.2%-17.7pp |
| Annual return | 26.30% | 32.79%-6.5pp | 71.41%-45.1pp | 29.39%-3.1pp |
| Employer contribution / active EE | $917 | $3,065-70.1% | $4,736-80.6% | $2,177-57.9% |
| Participant deferral / active EE | $1,417 | $5,691-75.1% | $6,710-78.9% | $3,514-59.7% |
| Admin fee / account holder | $126 | $569-77.8% | $10,265-98.8% | $847-85.1% |