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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,712 |
ASCENSUS LLC4 years Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 | Contract Administrator | $10,214 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,040 | $39,948-62.4% | $89,391-83.2% | $73,409-79.5% |
| Participation rate | 37.0% | 50.4%-13.4pp | 68.0%-31.0pp | 72.2%-35.2pp |
| Annual return | -0.49% | 50.12%-50.6pp | 245.62%-246.1pp | 59.29%-59.8pp |
| Employer contribution / active EE | $412 | $1,200-65.7% | $2,586-84.1% | $2,234-81.6% |
| Participant deferral / active EE | $802 | $2,193-63.4% | $3,890-79.4% | $3,805-78.9% |
| Admin fee / account holder | $249 | $134+85.5% | $4,881-94.9% | $158+57.7% |