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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $14,500 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,138 |
ASCENSUS LLC3 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 13 | Contract Administrator | $0 |
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.
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 | $13,275 | $40,522-67.2% | $84,628-84.3% | $67,579-80.4% |
| Participation rate | 38.9% | 51.1%-12.2pp | 68.2%-29.3pp | 71.3%-32.3pp |
| Annual return | 4.05% | 32.72%-28.7pp | 258.80%-254.7pp | 378.56%-374.5pp |
| Employer contribution / active EE | $449 | $1,146-60.9% | $2,653-83.1% | $2,148-79.1% |
| Participant deferral / active EE | $741 | $2,132-65.2% | $3,900-81.0% | $3,539-79.1% |
| Admin fee / account holder | $116 | $145-19.9% | $4,914-97.6% | $142-18.2% |