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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $23,640 |
INSURANCE PROGRAMMERS, INC.1+ years Service code 13 · EIN 06-0811449 | Contract Administrator | $21,761 |
THE SEGAL COMPANY1+ years Filed as: SEGAL ROGERSCASEY Service code 27 · EIN 13-2646110 | Advisory (Plan) | $13,000 |
Filed as: BUCKLEY, FRAME, BOUDREAU Service code 10 · EIN 06-0931761 | Accounting | $11,445 |
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 | $23,529 | $57,921-59.4% | $84,753-72.2% | $57,658-59.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 3.02% | 10.24%-7.2pp | 22.78%-19.8pp | 5.13%-2.1pp |
| Employer contribution / active EE | $2,244 | $2,598-13.6% | $3,574-37.2% | $1,974+13.7% |
| Participant deferral / active EE | $0 | $2,742-100.0% | $3,712-100.0% | $3,061-100.0% |
| Admin fee / account holder | $214 | $130+65.0% | $5,333-96.0% | $95+126.3% |