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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Recordkeeping and information managem... | $105,549 |
ERISA SERVICES, INC.7 years Service code 13 P. O. BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $65,747 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $21,892 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $10,795 | $36,002-70.0% | $161,489-93.3% | $64,728-83.3% |
| Participation rate | 83.7% | 57.4%+26.2pp | 78.7%+5.0pp | 57.9%+25.8pp |
| Annual return | 11.87% | 33.93%-22.1pp | 89.72%-77.9pp | 49.38%-37.5pp |
| Employer contribution / active EE | $689 | $1,380-50.1% | $4,268-83.9% | $2,243-69.3% |
| Participant deferral / active EE | $738 | $1,815-59.3% | $5,630-86.9% | $2,729-73.0% |
| Admin fee / account holder | $201 | $931-78.4% | $16,006-98.7% | $1,145-82.4% |