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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,614 |
GEFFENMESHER2 years Service code 10 888 SW 5TH AVE · PORTLAND, OR 97204 | Accounting | $15,999 |
HUMAN INTEREST ADVISOR LLC2 years Filed as: HUMAN INVESTING Service code 27 · EIN 74-3130983 | Advisory (Plan) | $6,816 |
MORNINGSTAR2 years Service code 50 22 WEST WASHINGTON STREET · CHICAGO, IL 60602 | Direct Payment | $1,893 |
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.
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 | $7,101 | $59,140-88.0% | $160,037-95.6% | $66,949-89.4% |
| Participation rate | 56.1% | 68.1%-12.0pp | 78.0%-21.8pp | 69.8%-13.7pp |
| Annual return | -18.15% | -12.25%-5.9pp | 408.95%-427.1pp | 1.57%-19.7pp |
| Employer contribution / active EE | $735 | $1,982-62.9% | $4,226-82.6% | $2,545-71.1% |
| Participant deferral / active EE | $1,443 | $4,399-67.2% | $6,184-76.7% | $4,239-66.0% |
| Admin fee / account holder | $229 | $591-61.3% | $8,716-97.4% | $594-61.4% |