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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BLUE & CO LLC Service code 10 2712 SOLUTION CENTER · CHICAGO, IL 60677 | Accounting | $8,850 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,502 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,055 | $99,957-75.9% | $149,745-83.9% | $73,497-67.3% |
| Participation rate | 47.0% | 75.7%-28.8pp | 82.5%-35.5pp | 70.7%-23.7pp |
| Annual return | 15.94% | 53.87%-37.9pp | 276.72%-260.8pp | 28.51%-12.6pp |
| Employer contribution / active EE | $891 | $3,191-72.1% | $4,646-80.8% | $2,270-60.7% |
| Participant deferral / active EE | $1,387 | $6,073-77.2% | $6,843-79.7% | $3,740-62.9% |
| Admin fee / account holder | $116 | $551-78.9% | $9,312-98.8% | $513-77.4% |