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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $5,500 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,372 | $54,320-79.1% | $67,652-83.2% | $52,331-78.3% |
| Participation rate | 70.0% | 73.6%-3.6pp | 75.7%-5.7pp | 68.1%+1.9pp |
| Annual return | -3.38% | 6.81%-10.2pp | 6625.40%-6628.8pp | 4.54%-7.9pp |
| Employer contribution / active EE | $497 | $1,544-67.8% | $2,266-78.1% | $1,882-73.6% |
| Participant deferral / active EE | $1,456 | $2,950-50.6% | $3,560-59.1% | $3,022-51.8% |
| Admin fee / account holder | $237 | $527-55.0% | $4,821-95.1% | $592-60.0% |