See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 49 · EIN 95-2921050 | Other Services | $8,315 |
LEE CPA AUDIT GROUP1 year Filed as: LEE CPA GROUP Service code 10 · EIN 95-2921050 | Accounting | $8,315 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $2,158 |
MORNINGSTAR7+ years Service code 27 | Advisory (Plan) | $702 |
MORGAN STANLEY SMITH BARNEY7+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 27 · EIN 51-0116113 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,034 | $60,488-28.9% | $109,895-60.8% | $79,386-45.8% |
| Participation rate | 51.5% | 67.0%-15.6pp | 74.2%-22.7pp | 70.7%-19.2pp |
| Annual return | 16.84% | 189.57%-172.7pp | 29.45%-12.6pp | 116.85%-100.0pp |
| Employer contribution / active EE | $0 | $1,649-100.0% | $2,842-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $999 | $3,220-69.0% | $4,048-75.3% | $4,046-75.3% |
| Admin fee / account holder | $91 | $605-84.9% | $6,066-98.5% | $626-85.4% |