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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,406 |
INVESTOR SOLUTIONS INC.1 year Service code 27 2665 S. BAYSHORE DR · COCONUT GROVE, FL 33133 | Advisory (Plan) | $10,737 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,009 | $60,165-56.8% | $74,184-64.9% | $55,167-52.9% |
| Participation rate | 60.4% | 74.2%-13.7pp | 76.6%-16.2pp | 69.0%-8.6pp |
| Annual return | 9.79% | 10.00%-0.2pp | 17.74%-8.0pp | 169.23%-159.4pp |
| Employer contribution / active EE | $1,235 | $1,600-22.8% | $2,370-47.9% | $1,963-37.1% |
| Participant deferral / active EE | $1,966 | $2,973-33.9% | $3,550-44.6% | $3,054-35.6% |
| Admin fee / account holder | $214 | $419-49.0% | $5,586-96.2% | $504-57.6% |