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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $1,100 |
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $0 |
Filed as: UNITED PLANNERS FINANCIAL Service code 26 P.O. BOX 5750 · SCOTTSDALE, AZ 852615750 | Advisory (Participants) | $0 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,577 | $65,435-80.8% | $86,677-85.5% | $66,914-81.2% |
| Participation rate | 56.2% | 75.5%-19.3pp | 76.6%-20.4pp | 69.8%-13.6pp |
| Annual return | -12.52% | -10.89%-1.6pp | 35.91%-48.4pp | 1.58%-14.1pp |
| Employer contribution / active EE | $0 | $2,153-100.0% | $2,836-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,465 | $4,100-64.3% | $4,656-68.5% | $4,237-65.4% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $593-100.0% |