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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,682 |
NATURAL INVEST LLC8 years Service code 27 231 CORBETT CANYON ROAD · ARROYO GRANDE, CA 93420 | Advisory (Plan) | $17,292 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,113 | $101,317-31.8% | $146,958-53.0% | $74,495-7.2% |
| Participation rate | 81.3% | 75.5%+5.8pp | 82.2%-0.9pp | 67.2%+14.1pp |
| Annual return | 12.88% | 8730.91%-8718.0pp | 418.34%-405.5pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,813 | $3,810-26.2% | $4,933-43.0% | $2,623+7.2% |
| Participant deferral / active EE | $5,300 | $7,303-27.4% | $8,070-34.3% | $4,346+21.9% |
| Admin fee / account holder | $223 | $1,739-87.2% | $12,998-98.3% | $1,942-88.5% |