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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,691 |
EVERHART ADVISORS5+ years Service code 27 · EIN 31-1440043 | Advisory (Plan) | $17,359 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,927 | $59,328-39.4% | $118,914-69.8% | $73,497-51.1% |
| Participation rate | 90.6% | 62.3%+28.3pp | 75.4%+15.2pp | 70.7%+19.9pp |
| Annual return | 16.32% | 19.13%-2.8pp | 35.89%-19.6pp | 28.51%-12.2pp |
| Employer contribution / active EE | $1,141 | $1,803-36.7% | $3,264-65.0% | $2,270-49.7% |
| Participant deferral / active EE | $3,060 | $2,604+17.5% | $4,266-28.3% | $3,740-18.2% |
| Admin fee / account holder | $168 | $600-71.9% | $6,582-97.4% | $513-67.2% |