Filed May 4, 2005
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $38,114 |
MY BENEFITS, LLC3 years Service code 49 · EIN 45-2098380 2524 HABERFIELD CT NE · BROOKHAVEN, GA 303193687 | Other Services | $6,630 |
Filed as: FIRST PARTY ADMINISTRATORS Service code 13 · EIN 46-2023154 | Contract Administrator | $1,683 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,202 | $50,919-19.1% | $155,556-73.5% | $77,762-47.0% |
| Participation rate | 54.3% | 63.1%-8.7pp | 78.2%-23.9pp | 70.6%-16.2pp |
| Annual return | 12.03% | 34.84%-22.8pp | 64.84%-52.8pp | 31.27%-19.2pp |
| Employer contribution / active EE | $494 | $1,991-75.2% | $4,675-89.4% | $2,728-81.9% |
| Participant deferral / active EE | $2,003 | $2,824-29.1% | $5,631-64.4% | $4,651-56.9% |
| Admin fee / account holder | $126 | $437-71.1% | $15,885-99.2% | $433-70.9% |