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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,805 |
HORIZON WEALTH ADVISORS1+ years Service code 27 · EIN 26-3197054 | Advisory (Plan) | $7,041 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,872 | $46,360-42.0% | $147,617-81.8% | $52,331-48.6% |
| Participation rate | 64.4% | 64.9%-0.5pp | 84.6%-20.2pp | 68.1%-3.7pp |
| Annual return | -0.50% | 1.62%-2.1pp | 61.98%-62.5pp | 4.54%-5.0pp |
| Employer contribution / active EE | $1,848 | $2,126-13.1% | $5,564-66.8% | $1,882-1.8% |
| Participant deferral / active EE | $4,521 | $2,258+100.3% | $4,895-7.7% | $3,022+49.6% |
| Admin fee / account holder | $186 | $766-75.7% | $11,612-98.4% | $592-68.5% |