Filed September 27, 2016 (most recent of 3 filings on file)
Total covered: 9 employees
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $115,523 |
Service code 27 4703 E CAMP LOWELL DR · TUCSON, AZ 85712 | Advisory (Plan) | $49,102 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,526 | $50,902-69.5% | $155,534-90.0% | $77,736-80.0% |
| Participation rate | 98.5% | 63.1%+35.4pp | 78.2%+20.2pp | 70.6%+27.9pp |
| Annual return | 14.88% | 34.85%-20.0pp | 64.92%-50.0pp | 31.26%-16.4pp |
| Employer contribution / active EE | $1,361 | $1,991-31.7% | $4,675-70.9% | $2,728-50.1% |
| Participant deferral / active EE | $2,914 | $2,824+3.2% | $5,630-48.2% | $4,651-37.3% |
| Admin fee / account holder | $140 | $437-68.0% | $15,900-99.1% | $433-67.7% |