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| Provider | Service type | Compensation |
|---|---|---|
PLAN MEMBER SECURITIES CORP3+ years Service code 27 · EIN 95-3706234 | Advisory (Plan) | $13,283 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $10,744 |
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 | $17,178 | $44,873-61.7% | $79,467-78.4% | $56,289-69.5% |
| Participation rate | 50.0% | 68.7%-18.7pp | 73.3%-23.3pp | 69.9%-19.9pp |
| Annual return | 5.07% | 0.81%+4.3pp | 718.30%-713.2pp | -9.96%+15.0pp |
| Employer contribution / active EE | $608 | $2,140-71.6% | $2,800-78.3% | $2,111-71.2% |
| Participant deferral / active EE | $700 | $2,746-74.5% | $3,704-81.1% | $3,350-79.1% |
| Admin fee / account holder | $288 | $418-31.3% | $5,104-94.4% | $521-44.8% |