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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $21,250 |
MARINER LLC1+ years Filed as: MARINER RETIREMENT ADVISORS Service code 27 · EIN 61-1740806 | Advisory (Plan) | $18,552 |
SAGEVIEW ADVISORY GROUP, LLC1+ years Filed as: SAGEVIEW ADVISORY GROUP Service code 27 · EIN 26-2355829 | Advisory (Plan) | $17,254 |
PICKETT, CHANEY & MCMULLEN LLP1+ years Filed as: PICKETT, CHANEY AND MCMULLEN LLP Service code 10 · EIN 48-1246310 | Accounting | $6,135 |
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 | $44,851 | $50,464-11.1% | $75,784-40.8% | $52,331-14.3% |
| Participation rate | 91.6% | 66.8%+24.8pp | 75.8%+15.8pp | 68.1%+23.5pp |
| Annual return | 1.88% | 1.03%+0.8pp | 9.68%-7.8pp | 4.54%-2.7pp |
| Employer contribution / active EE | $2,138 | $1,988+7.5% | $3,323-35.7% | $1,882+13.6% |
| Participant deferral / active EE | $2,323 | $2,570-9.6% | $3,652-36.4% | $3,022-23.1% |
| Admin fee / account holder | $283 | $1,103-74.4% | $5,300-94.7% | $592-52.2% |