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| Provider | Service type | Compensation |
|---|---|---|
Filed as: STERLING INVESTMENT ADVISORS Service code 27 · EIN 23-3034280 | Advisory (Plan) | $16,707 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 13 · EIN 45-0404698 | Contract Administrator | $5,520 |
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 | $49,260 | $85,766-42.6% | $136,298-63.9% | $70,126-29.8% |
| Participation rate | 53.3% | 74.2%-20.8pp | 81.9%-28.6pp | 69.5%-16.2pp |
| Annual return | 14.73% | 31.46%-16.7pp | 5156.27%-5141.5pp | 73.15%-58.4pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,879 | $5,051+16.4% | $6,247-5.9% | $3,332+76.4% |
| Admin fee / account holder | $293 | $5,421-94.6% | $9,244-96.8% | $4,645-93.7% |