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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: PENSYS, INC., AN ASCENSUS COMPANY Service code 13 · EIN 68-0348235 | Contract Administrator | $56,221 |
THREE BELL CAPITAL LLC1 year Service code 27 · EIN 45-3567626 | Advisory (Plan) | $17,214 |
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 | $28,825 | $88,122-67.3% | $141,197-79.6% | $67,582-57.3% |
| Participation rate | 79.1% | 76.5%+2.6pp | 82.5%-3.4pp | 71.3%+7.8pp |
| Annual return | 23.85% | 75.40%-51.5pp | 71.41%-47.6pp | 378.57%-354.7pp |
| Employer contribution / active EE | $2,720 | $3,224-15.6% | $4,736-42.6% | $2,148+26.7% |
| Participant deferral / active EE | $7,629 | $5,958+28.0% | $6,710+13.7% | $3,539+115.5% |
| Admin fee / account holder | $107 | $131-18.1% | $10,265-99.0% | $142-24.7% |