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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $47,826 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD · FREDRICKSBURG, VA 22401 | Contract Administrator | $24,341 |
MMA SECURITIES LLC3 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $13,439 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,046 | $92,186-90.2% | $105,624-91.4% | $77,762-88.4% |
| Participation rate | 73.1% | 81.0%-7.9pp | 75.3%-2.2pp | 70.6%+2.5pp |
| Annual return | 13.33% | 17.83%-4.5pp | 116.20%-102.9pp | 31.27%-17.9pp |
| Employer contribution / active EE | $1,303 | $3,376-61.4% | $3,168-58.9% | $2,728-52.2% |
| Participant deferral / active EE | $1,945 | $5,395-63.9% | $5,013-61.2% | $4,651-58.2% |
| Admin fee / account holder | $140 | $219-35.9% | $10,961-98.7% | $433-67.6% |