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| Provider | Service type | Compensation |
|---|---|---|
FINANCIAL ENGINES2 years Service code 27 10950 GRANDVIEW DR. · OVERLAND PARK, KS 66210 | Advisory (Plan) | $22,609 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $12,425 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,509 | $73,102-80.2% | $123,552-88.3% | $56,287-74.2% |
| Participation rate | 46.9% | 74.3%-27.4pp | 82.3%-35.3pp | 69.9%-22.9pp |
| Annual return | -9.01% | 3.01%-12.0pp | 119.20%-128.2pp | -9.96%+0.9pp |
| Employer contribution / active EE | $1,118 | $2,977-62.5% | $4,628-75.9% | $2,111-47.1% |
| Participant deferral / active EE | $1,960 | $5,423-63.9% | $6,426-69.5% | $3,350-41.5% |
| Admin fee / account holder | $250 | $554-54.8% | $9,285-97.3% | $521-52.0% |