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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Filed as: PORTICO WEALTH ADVISORS, LLC Service code 15 · EIN 27-1799818 | Recordkeeping | $15,749 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,825 |
ADP BROKER-DEALER8+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,675 | $86,655-70.4% | $119,622-78.5% | $66,938-61.6% |
| Participation rate | 69.9% | 75.6%-5.7pp | 79.3%-9.4pp | 69.8%+0.1pp |
| Annual return | -15.75% | -8.00%-7.8pp | -14.98%-0.8pp | 1.58%-17.3pp |
| Employer contribution / active EE | $0 | $2,536-100.0% | $4,232-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $3,049 | $4,358-30.0% | $5,601-45.6% | $4,238-28.1% |
| Admin fee / account holder | $124 | $755-83.6% | $10,328-98.8% | $594-79.1% |