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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: HILB GROUP OF NEW ENGLAND Service code 49 · EIN 71-0294708 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Other Services | $0 |
Service code 27 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,960 | $47,898-64.6% | $117,498-85.6% | $64,814-73.8% |
| Participation rate | 14.8% | 61.9%-47.1pp | 70.6%-55.8pp | 71.5%-56.7pp |
| Annual return | -14.40% | -15.54%+1.1pp | 29.75%-44.2pp | 32.84%-47.2pp |
| Employer contribution / active EE | $0 | $1,774-100.0% | $4,178-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,077 | $3,151-65.8% | $4,071-73.5% | $4,310-75.0% |
| Admin fee / account holder | $14 | $132-89.7% | $5,646-99.8% | $188-92.8% |