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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: FRANCIS INVESTMENT COUNSEL, LLC Service code 27 · EIN 90-0142264 | Advisory (Plan) | $97,734 |
Filed as: GREAT-WEST LIFE & ANNUITY COMPANY Service code 50 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Direct Payment | $84,523 |
BAKER TILLY US, LLP1+ years Filed as: BAKER TILLY US LLP Service code 10 · EIN 39-0859910 | Accounting | $16,783 |
HATCH INC.1+ years Service code 25 301 N MAIN ST · WINSTON-SALEM, NC 27101 | Directed Trustee | $5,799 |
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 | $91,181 | $44,734+103.8% | $99,479-8.3% | $67,582+34.9% |
| Participation rate | 98.4% | 66.2%+32.3pp | 73.8%+24.6pp | 71.3%+27.2pp |
| Annual return | 20.48% | 32.45%-12.0pp | 30.72%-10.2pp | 378.57%-358.1pp |
| Employer contribution / active EE | $3,677 | $1,261+191.7% | $2,540+44.8% | $2,148+71.2% |
| Participant deferral / active EE | $5,265 | $2,731+92.8% | $3,619+45.5% | $3,539+48.8% |
| Admin fee / account holder | $299 | $120+150.4% | $6,253-95.2% | $142+110.5% |