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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 19 · EIN 11-3665754 | Securities Custodian | $28,545 |
INSURANCE PROGRAMMERS, INC.2+ years Service code 13 · EIN 06-0811449 | Contract Administrator | $21,713 |
THE SEGAL COMPANY2+ 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 | $12,603 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,431 | $60,545-56.3% | $92,240-71.3% | $69,631-62.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 15.94% | 19.71%-3.8pp | 176.29%-160.3pp | 27571.02%-27555.1pp |
| Employer contribution / active EE | $3,372 | $2,633+28.1% | $3,680-8.4% | $2,032+65.9% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $215 | $145+48.5% | $5,194-95.9% | $110+94.7% |