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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,041 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 · EIN 65-0505084 | Advisory (Plan) | $27,834 |
CITRIN COOPERMAN1 year Service code 50 · EIN 22-2428965 | Direct Payment | $14,488 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,201 | $99,168-72.6% | $96,576-71.8% | $74,440-63.5% |
| Participation rate | 48.5% | 80.7%-32.2pp | 76.0%-27.5pp | 70.7%-22.3pp |
| Annual return | 16.06% | 22.40%-6.3pp | 25.87%-9.8pp | 34.37%-18.3pp |
| Employer contribution / active EE | $1,128 | $2,570-56.1% | $2,965-61.9% | $2,638-57.2% |
| Participant deferral / active EE | $1,798 | $4,936-63.6% | $4,851-62.9% | $4,529-60.3% |
| Admin fee / account holder | $263 | $225+16.9% | $8,253-96.8% | $348-24.5% |