Filed July 13, 2018
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $7,864 |
CACHE PENSION SERVICES2 years Service code 15 236 WEST 35TH AVE. · ANCHORAGE, AK 99503 | Recordkeeping | $2,975 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,266 | $81,537-60.4% | $149,718-78.4% | $69,631-53.7% |
| Participation rate | 79.5% | 86.1%-6.6pp | 87.1%-7.6pp | 70.7%+8.8pp |
| Annual return | 18.07% | 22.79%-4.7pp | 1501.63%-1483.6pp | 27571.02%-27553.0pp |
| Employer contribution / active EE | $663 | $3,239-79.5% | $5,445-87.8% | $2,032-67.4% |
| Participant deferral / active EE | $3,307 | $4,994-33.8% | $6,569-49.7% | $3,224+2.6% |
| Admin fee / account holder | $18 | $107-83.4% | $11,283-99.8% | $110-83.9% |