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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $26,974 |
PRINCIPAL LIFE INSURANCE COMPANY2+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $20,291 |
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 | Contract Administrator | $626 |
Filed as: MASSMUTUAL LIFE INSURANCE COMPANY Service code 15 · EIN 04-1590850 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,770 | $31,424-72.1% | $81,473-89.2% | $69,631-87.4% |
| Participation rate | 55.5% | 50.8%+4.7pp | 68.0%-12.4pp | 70.7%-15.2pp |
| Annual return | 6.07% | 22.44%-16.4pp | 38.78%-32.7pp | 27571.02%-27565.0pp |
| Employer contribution / active EE | $325 | $1,029-68.4% | $2,568-87.3% | $2,032-84.0% |
| Participant deferral / active EE | $760 | $1,838-58.7% | $3,537-78.5% | $3,224-76.4% |
| Admin fee / account holder | $236 | $103+129.6% | $4,561-94.8% | $110+113.3% |