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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $3,534 |
Filed as: JP MORGAN CHASE Service code 27 · EIN 13-4994650 | Advisory (Plan) | $2,631 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $24,268 | $60,989-60.2% | $60,899-60.2% | $66,930-63.7% |
| Participation rate | 51.6% | 74.5%-22.8pp | 73.1%-21.5pp | 69.8%-18.2pp |
| Annual return | -16.75% | -9.60%-7.1pp | 16.92%-33.7pp | 1.57%-18.3pp |
| Employer contribution / active EE | $597 | $2,661-77.6% | $2,702-77.9% | $2,545-76.6% |
| Participant deferral / active EE | $1,717 | $3,615-52.5% | $3,817-55.0% | $4,238-59.5% |
| Admin fee / account holder | $50 | $338-85.4% | $3,225-98.5% | $593-91.7% |