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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 21031 VENTURA BLVD., 12TH FLOOR · WOODLAND HILLS, CA 91364 | Contract Administrator | $0 |
Filed as: MERRILL LYNCH Service code 28 100 WILSHIRE BLVD., SUITE 300 · SANTA MONICA, CA 90401 | Investment Management | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $30,126 | $73,638-59.1% | $95,956-68.6% | $73,493-59.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 77.1%+22.9pp | 70.7%+29.3pp |
| Annual return | 13.89% | 16.78%-2.9pp | 91.63%-77.7pp | 28.51%-14.6pp |
| Employer contribution / active EE | $3,061 | $1,863+64.3% | $2,541+20.5% | $2,270+34.9% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $60 | $482-87.5% | $6,797-99.1% | $513-88.2% |