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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $16,803 |
EVERHART ADVISORS4+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $15,923 |
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 | $31,838 | $54,045-41.1% | $115,167-72.4% | $65,186-51.2% |
| Participation rate | 90.1% | 63.5%+26.5pp | 75.9%+14.2pp | 70.2%+19.9pp |
| Annual return | 22.66% | 26.55%-3.9pp | 35.60%-12.9pp | 29.39%-6.7pp |
| Employer contribution / active EE | $1,109 | $1,653-32.9% | $3,179-65.1% | $2,177-49.0% |
| Participant deferral / active EE | $2,874 | $2,504+14.8% | $4,169-31.1% | $3,514-18.2% |
| Admin fee / account holder | $169 | $626-73.1% | $7,089-97.6% | $847-80.1% |