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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $17,558 |
Filed as: WEALTH ENHANCEMENT ADVISORY SERVICE Service code 27 505 N. HIGHWAY 169, STE 900 · PLYMOUTH, MN 55441 | Advisory (Plan) | $14,646 |
QCI ASSET MANAGEMENT2 years Filed as: QCI Service code 27 · EIN 16-1045618 | Advisory (Plan) | $5,198 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,302 | $65,083-62.7% | $143,788-83.1% | $66,930-63.7% |
| Participation rate | 76.5% | 65.2%+11.3pp | 80.3%-3.8pp | 69.8%+6.7pp |
| Annual return | -15.30% | -11.13%-4.2pp | -0.03%-15.3pp | 1.57%-16.9pp |
| Employer contribution / active EE | $1,712 | $2,361-27.5% | $4,952-65.4% | $2,545-32.7% |
| Participant deferral / active EE | $3,590 | $2,920+22.9% | $5,638-36.3% | $4,238-15.3% |
| Admin fee / account holder | $174 | $502-65.5% | $14,675-98.8% | $593-70.8% |