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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 82-3738447 6720 N SCOTTSDALE RD · SCOTTSDALE, AZ 85253 | Advisory (Plan) | $52,644 |
Service code 15 · EIN 13-3689044 4333 EDGEWOOD ROAD NE · CEDAR RAPIDS, IA 52499 | Recordkeeping | $42,683 |
Service code 27 · EIN 86-0588303 | Advisory (Plan) | $24,896 |
Service code 27 · EIN 68-0567456 | Advisory (Plan) | $10,529 |
ASCENSUS LLC2 years Filed as: DWC ERISA CONSULTANTS Service code 15 · EIN 26-2091417 | Recordkeeping | $1,505 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS, LLC Service code 15 | Recordkeeping | $1,324 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $130,248 | $52,967+145.9% | $172,753-24.6% | $65,186+99.8% |
| Participation rate | 82.9% | 66.2%+16.7pp | 82.6%+0.2pp | 70.2%+12.7pp |
| Annual return | 21.24% | 30.12%-8.9pp | 803.00%-781.8pp | 29.39%-8.1pp |
| Employer contribution / active EE | $6,192 | $2,190+182.7% | $5,144+20.4% | $2,177+184.5% |
| Participant deferral / active EE | $3,887 | $2,471+57.3% | $5,198-25.2% | $3,514+10.6% |
| Admin fee / account holder | $669 | $472+41.7% | $13,956-95.2% | $847-21.0% |