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| Provider | Service type | Compensation |
|---|---|---|
WARREN STREET ADVISORS1 year Service code 27 · EIN 47-1978730 | Advisory (Plan) | $48,061 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,071 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,943 | $66,813+1.7% | $100,528-32.4% | $73,493-7.6% |
| Participation rate | 87.4% | 77.5%+9.9pp | 79.4%+8.0pp | 70.7%+16.7pp |
| Annual return | 34.62% | 25.70%+8.9pp | 30.90%+3.7pp | 28.51%+6.1pp |
| Employer contribution / active EE | $1,902 | $2,147-11.4% | $3,419-44.4% | $2,270-16.2% |
| Participant deferral / active EE | $7,712 | $5,883+31.1% | $6,271+23.0% | $3,740+106.2% |
| Admin fee / account holder | $260 | $512-49.1% | $8,084-96.8% | $513-49.2% |