Filed July 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $6,110 |
CACHE PENSION SERVICES1 year Service code 15 236 WEST 35TH AVE. · ANCHORAGE, AK 99503 | Recordkeeping | $2,620 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,083 | $71,802-59.5% | $133,975-78.3% | $57,658-49.6% |
| Participation rate | 68.8% | 85.5%-16.7pp | 87.1%-18.3pp | 70.2%-1.4pp |
| Annual return | 9.97% | 13.51%-3.5pp | 29.29%-19.3pp | 5.13%+4.8pp |
| Employer contribution / active EE | $692 | $3,161-78.1% | $5,211-86.7% | $1,974-65.0% |
| Participant deferral / active EE | $3,176 | $4,606-31.0% | $6,282-49.4% | $3,061+3.8% |
| Admin fee / account holder | $15 | $88-83.4% | $9,324-99.8% | $95-84.6% |