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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES Service code 13 · EIN 62-1700633 3050 BUSINESS PARK CIRCLE STE 402 · GOODLETTSVILLE, TN 37072 | Contract Administrator | $7,805 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $5,250 | $36,916-85.8% | $156,551-96.6% | $57,658-90.9% |
| Participation rate | 47.5% | 63.4%-15.9pp | 84.0%-36.5pp | 70.2%-22.7pp |
| Annual return | 17.33% | 12.38%+5.0pp | 32.23%-14.9pp | 5.13%+12.2pp |
| Employer contribution / active EE | $820 | $1,571-47.8% | $5,501-85.1% | $1,974-58.4% |
| Participant deferral / active EE | $1,313 | $1,926-31.8% | $4,871-73.0% | $3,061-57.1% |
| Admin fee / account holder | $134 | $82+62.2% | $13,028-99.0% | $95+41.5% |