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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $17,807 |
INVESTOR SOLUTIONS INC.3 years Service code 27 2665 S. BAYSHORE DR · COCONUT GROVE, FL 33133 | Advisory (Plan) | $14,544 |
JOYCE CPA LLC1 year Service code 10 · EIN 58-9888590 | Accounting | $5,000 |
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.
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 | $22,569 | $65,118-65.3% | $76,768-70.6% | $55,725-59.5% |
| Participation rate | 63.3% | 79.6%-16.3pp | 77.0%-13.7pp | 70.9%-7.6pp |
| Annual return | -1.81% | -1.27%-0.5pp | 2.43%-4.2pp | 244.93%-246.7pp |
| Employer contribution / active EE | $964 | $1,941-50.4% | $2,485-61.2% | $2,078-53.6% |
| Participant deferral / active EE | $1,710 | $3,688-53.6% | $3,852-55.6% | $3,356-49.0% |
| Admin fee / account holder | $169 | $116+45.9% | $6,675-97.5% | $115+46.7% |