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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,118 |
Filed as: CBIZ ADVISORY SERVICES Service code 27 PO BOX 645547 · CINCINNATI, OH 452645547 | Advisory (Plan) | $8,796 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,467 | $88,083-91.5% | $164,813-95.5% | $74,495-90.0% |
| Participation rate | 85.1% | 73.0%+12.1pp | 78.6%+6.5pp | 67.2%+17.9pp |
| Annual return | 17.06% | 17.26%-0.2pp | 69.93%-52.9pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $1,129 | $2,593-56.5% | $4,341-74.0% | $2,623-57.0% |
| Participant deferral / active EE | $1,611 | $4,498-64.2% | $6,031-73.3% | $4,346-62.9% |
| Admin fee / account holder | $41 | $2,234-98.1% | $12,690-99.7% | $1,942-97.9% |