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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,560 |
INVESTOR SOLUTIONS INC.7 years Service code 27 2665 S. BAYSHORE DR · COCONUT GROVE, FL 33133 | Advisory (Plan) | $14,680 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 65-0505084 | Advisory (Plan) | $11,634 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,504 | $72,303-68.9% | $86,698-74.0% | $64,819-65.3% |
| Participation rate | 46.7% | 80.4%-33.7pp | 76.6%-29.9pp | 71.5%-24.8pp |
| Annual return | -14.55% | 392.77%-407.3pp | 35.95%-50.5pp | 32.84%-47.4pp |
| Employer contribution / active EE | $895 | $2,393-62.6% | $2,837-68.4% | $2,507-64.3% |
| Participant deferral / active EE | $1,499 | $4,660-67.8% | $4,656-67.8% | $4,311-65.2% |
| Admin fee / account holder | $186 | $174+7.1% | $7,493-97.5% | $188-0.8% |