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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $39,277 |
Filed as: BENCHMARK RETIREMENT PLAN SERVICES Service code 13 2215 PLANK ROAD · FREDRICKSBURG, VA 22401 | Contract Administrator | $19,548 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES, LLC Service code 27 PO BOX 9496 · NEW YORK, NY 100874496 | Advisory (Plan) | $8,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $7,661 | $84,784-91.0% | $98,462-92.2% | $74,473-89.7% |
| Participation rate | 63.0% | 81.5%-18.5pp | 75.2%-12.1pp | 70.7%-7.7pp |
| Annual return | 18.32% | 20.59%-2.3pp | 21.17%-2.8pp | 34.36%-16.0pp |
| Employer contribution / active EE | $1,001 | $3,364-70.2% | $3,049-67.2% | $2,638-62.1% |
| Participant deferral / active EE | $1,500 | $5,218-71.3% | $4,738-68.4% | $4,530-66.9% |
| Admin fee / account holder | $126 | $204-38.2% | $8,875-98.6% | $347-63.6% |