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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 PO BOX 241267 · ST. PUAL, MN 55124 | Contract Administrator | $4,945 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $4,834 |
KOVACK SECURITIES INC2 years Filed as: KOVACK ADVISORS INC Service code 27 6451 N FEDERAL HWY STE 1201 · FT LAUDERDALE, FL 33308 | Advisory (Plan) | $2,702 |
Filed as: LWM ADVISORY SERVICES LLC Service code 27 1250 S PINE ISLAND RD STE 350 · PLANTATION, FL 33324 | Advisory (Plan) | $661 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $412 |
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.
Annual investment return 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,767 | $64,138-73.9% | $112,258-85.1% | $66,930-74.9% |
| Participation rate | 30.8% | 68.5%-37.7pp | 75.1%-44.3pp | 69.8%-39.0pp |
| Annual return | -21.47% | -13.81%-7.7pp | 27.47%-48.9pp | 1.57%-23.0pp |
| Employer contribution / active EE | $829 | $3,006-72.4% | $3,636-77.2% | $2,545-67.4% |
| Participant deferral / active EE | $1,065 | $3,694-71.2% | $4,728-77.5% | $4,238-74.9% |
| Admin fee / account holder | $203 | $625-67.5% | $6,411-96.8% | $593-65.7% |