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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,737 |
ROCKEFELLER1 year Service code 27 45 ROCKEFELLER PLAZA · NEW YORK, NY 10111 | Advisory (Plan) | $5,371 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $52,344 | $79,223-33.9% | $102,460-48.9% | $74,478-29.7% |
| Participation rate | 88.2% | 74.8%+13.4pp | 76.5%+11.7pp | 67.2%+21.0pp |
| Annual return | 11.88% | 54.98%-43.1pp | 29.47%-17.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $655 | $2,363-72.3% | $3,025-78.4% | $2,626-75.1% |
| Participant deferral / active EE | $3,387 | $4,417-23.3% | $5,056-33.0% | $4,350-22.1% |
| Admin fee / account holder | $157 | $2,003-92.1% | $9,460-98.3% | $1,946-91.9% |