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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY2+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $6,693 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,594 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,620 | $50,637-67.2% | $86,582-80.8% | $62,293-73.3% |
| Participation rate | 70.5% | 67.9%+2.6pp | 73.5%-3.1pp | 69.5%+1.0pp |
| Annual return | 11.98% | 20.80%-8.8pp | 965.08%-953.1pp | 28.90%-16.9pp |
| Employer contribution / active EE | $1,462 | $2,075-29.6% | $2,839-48.5% | $2,042-28.4% |
| Participant deferral / active EE | $0 | $2,611-100.0% | $3,609-100.0% | $3,169-100.0% |
| Admin fee / account holder | $86 | $413-79.1% | $4,904-98.2% | $479-82.0% |