Filed December 24, 2021
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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $65,464 |
ASCENSUS LLC1 year Filed as: WEALTH MANAGEMENT Service code 27 · EIN 63-0371391 | Advisory (Plan) | $55,000 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $9,000 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $215,284 | $73,638+192.4% | $95,960+124.3% | $73,493+192.9% |
| Participation rate | 99.5% | 76.2%+23.4pp | 77.1%+22.5pp | 70.7%+28.9pp |
| Annual return | 18.87% | 16.78%+2.1pp | 91.63%-72.8pp | 28.51%-9.6pp |
| Employer contribution / active EE | $4,168 | $1,863+123.7% | $2,541+64.0% | $2,270+83.6% |
| Participant deferral / active EE | $17,159 | $3,617+374.4% | $4,167+311.8% | $3,740+358.8% |
| Admin fee / account holder | $316 | $482-34.5% | $6,797-95.4% | $513-38.5% |