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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 202 MONTROSE W AVE · AKRON, OH 44321 | Contract Administrator | $2,365 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 13 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Contract Administrator | $873 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $695 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,182 | $80,763-78.7% | $102,412-83.2% | $74,459-76.9% |
| Participation rate | 39.9% | 65.7%-25.8pp | 74.5%-34.6pp | 67.2%-27.3pp |
| Annual return | 11.40% | 27.57%-16.2pp | 24.94%-13.5pp | 1369.70%-1358.3pp |
| Employer contribution / active EE | $1,959 | $3,160-38.0% | $3,870-49.4% | $2,626-25.4% |
| Participant deferral / active EE | $1,294 | $3,862-66.5% | $5,060-74.4% | $4,350-70.3% |
| Admin fee / account holder | $0 | $2,371-100.0% | $8,388-100.0% | $1,945-100.0% |