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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP1+ years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $9,958 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,255 |
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.
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 | $16,688 | $43,423-61.6% | $78,676-78.8% | $55,167-69.8% |
| Participation rate | 40.4% | 68.0%-27.7pp | 73.6%-33.2pp | 69.0%-28.6pp |
| Annual return | 7.66% | 11.53%-3.9pp | 62.19%-54.5pp | 169.23%-161.6pp |
| Employer contribution / active EE | $515 | $1,997-74.2% | $2,850-81.9% | $1,963-73.8% |
| Participant deferral / active EE | $526 | $2,509-79.0% | $3,517-85.0% | $3,054-82.8% |
| Admin fee / account holder | $265 | $416-36.2% | $4,510-94.1% | $504-47.3% |