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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 12 · EIN 11-3665754 200 DRYDEN ROAD · DRESHER, PA 19025 | Participant communication; Recordkeep... | $7,827 |
PCS RETIREMENT, LLC4 years Service code 12 · EIN 23-3038464 9450 SW GEMINI DR · BEAVERTON, OR 970087105 | Recordkeeping and information managem... | $6,493 |
F1401K ADVISORS1 year Service code 17 · EIN 46-3798379 6041 SOUTH SYRACUSE WAY · GREENWOOD VILLAGE, CO 80111 | Pension Consulting | $4,075 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFIT Service code 12 1175 JOHN STREET · W. HENRIETTA, NY 14586 | Valuation (appraisals, etc.); Recordk... | $3,825 |
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 | $97,099 | $59,402+63.5% | $93,654+3.7% | $74,546+30.3% |
| Participation rate | 80.1% | 59.7%+20.4pp | 68.7%+11.4pp | 67.2%+12.9pp |
| Annual return | 12.01% | 81.86%-69.8pp | 133.34%-121.3pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $1,407 | $1,265+11.2% | $2,421-41.9% | $2,624-46.4% |
| Participant deferral / active EE | $1,924 | $3,049-36.9% | $4,413-56.4% | $4,347-55.7% |
| Admin fee / account holder | $223 | $3,023-92.6% | $8,282-97.3% | $1,944-88.5% |