Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 6-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $8,343 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 13 · EIN 82-3719843 P.O. BOX 55757 · BOSTON, MA 02205 | Contract Administrator | $7,686 |
Filed as: MERRILL LYNCH PIERCE FENNER Service code 27 1400 AMERICAN BLVD, BLDG #4 · PENNINGTON, NJ 08534 | Advisory (Plan) | $6,088 |
Filed as: MERRILL LYNCH Service code 26 · EIN 13-5674085 | Advisory (Participants) | $5,295 |
Filed as: ALPHA CAPITAL MANAGEMENT GROUP, LLC Service code 27 6465 GREENWOOD PLAZA BLVD, STE 625 · CENTENNIAL, CO 80111 | Advisory (Plan) | $2,329 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,310 |
ASCENSUS LLC2 years Service code 13 · EIN 82-3719843 | Contract Administrator | $0 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,470 | $82,163-75.1% | $125,363-83.7% | $64,814-68.4% |
| Participation rate | 74.6% | 77.9%-3.2pp | 82.4%-7.7pp | 71.5%+3.2pp |
| Annual return | -3.75% | 3.49%-7.2pp | 572.15%-575.9pp | 32.84%-36.6pp |
| Employer contribution / active EE | $3,402 | $3,616-5.9% | $4,815-29.3% | $2,507+35.7% |
| Participant deferral / active EE | $6,924 | $7,175-3.5% | $7,447-7.0% | $4,310+60.6% |
| Admin fee / account holder | $136 | $163-16.7% | $10,005-98.6% | $188-27.6% |