Filed June 25, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,352 |
Filed as: MESIROW Service code 15 · EIN 36-3429599 | Recordkeeping | $424 |
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 | $11,095 | $47,977-76.9% | $154,114-92.8% | $56,287-80.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -6.77% | 3.54%-10.3pp | 735.16%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $725 | $2,169-66.6% | $5,298-86.3% | $2,111-65.7% |
| Participant deferral / active EE | $1,961 | $2,392-18.0% | $5,081-61.4% | $3,350-41.5% |
| Admin fee / account holder | $15 | $438-96.7% | $13,411-99.9% | $521-97.2% |