Filed March 28, 2019
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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689004 | Recordkeeping | $24,925 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 21031 VENTURA BLVD. 12TH FLOOR · WOOLAND HILLS, CA 91364 | Recordkeeping | $14,983 |
WELLS FARGO BANK, N.A.5 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 27 · EIN 34-1542819 | Advisory (Plan) | $14,021 |
Filed as: TRANSAMERICA TRUST COMPANY Service code 21 · EIN 42-0947998 | Bank Trustee | $167 |
GREEN HASSON JANKS2 years Service code 10 · EIN 95-1777440 | Accounting | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,680 | $52,450-47.2% | $129,384-78.6% | $74,459-62.8% |
| Participation rate | 74.9% | 53.8%+21.0pp | 69.6%+5.2pp | 67.2%+7.6pp |
| Annual return | 10.56% | 15.65%-5.1pp | 9461.77%-9451.2pp | 1369.70%-1359.1pp |
| Employer contribution / active EE | $0 | $1,532-100.0% | $4,153-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $2,690 | $2,797-3.8% | $4,166-35.4% | $4,350-38.2% |
| Admin fee / account holder | $337 | $2,636-87.2% | $7,686-95.6% | $1,945-82.7% |