Filed December 15, 2020
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,422 |
Service code 16 · EIN 04-2675571 | Consulting | $28,253 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 10 · EIN 82-3719843 | Accounting | $24,215 |
Filed as: ROCKEFELLER CAP MGMNT INS SERVICES Service code 16 · EIN 82-4926179 | Consulting | $10,073 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,327 | $54,193-60.6% | $93,606-77.2% | $77,643-72.5% |
| Participation rate | 74.3% | 63.9%+10.4pp | 68.7%+5.6pp | 70.6%+3.7pp |
| Annual return | 12.19% | 30.54%-18.4pp | 133.20%-121.0pp | 31.24%-19.0pp |
| Employer contribution / active EE | $2,405 | $1,168+105.9% | $2,420-0.6% | $2,726-11.8% |
| Participant deferral / active EE | $3,868 | $3,144+23.0% | $4,411-12.3% | $4,647-16.8% |
| Admin fee / account holder | $284 | $576-50.7% | $8,285-96.6% | $430-34.1% |