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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $55,105 |
WATERLOO CAPITAL2+ years Service code 53 · EIN 20-1788544 | Insurance Commissions | $42,760 |
INWEST RETIREMENT SOLUTIONS2+ years Service code 15 4305 N. GARFIELD · MIDLAND, TX 79705 | Recordkeeping | $11,200 |
GOLDMAN SACHS1 year Service code 19 200 WEST STREET, 29TH FLOOR · NEW YORK, NY 10282 | Securities Custodian | $10,174 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,535 | $129,227-84.9% | $184,260-89.4% | $77,736-74.9% |
| Participation rate | 83.7% | 87.4%-3.7pp | 86.8%-3.2pp | 70.6%+13.1pp |
| Annual return | 9.13% | 33.24%-24.1pp | 28.84%-19.7pp | 31.26%-22.1pp |
| Employer contribution / active EE | $1,869 | $4,412-57.6% | $6,427-70.9% | $2,728-31.5% |
| Participant deferral / active EE | $2,589 | $7,307-64.6% | $9,133-71.7% | $4,651-44.3% |
| Admin fee / account holder | $161 | $256-37.0% | $13,898-98.8% | $433-62.8% |