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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Participant loan processing; Recordke... | $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 | $46,464-76.8% | $150,298-92.8% | $79,634-86.4% |
| Participation rate | 83.7% | 57.0%+26.7pp | 77.8%+5.9pp | 62.5%+21.2pp |
| Annual return | 11.87% | 27.89%-16.0pp | 62.79%-50.9pp | 36.46%-24.6pp |
| Employer contribution / active EE | $689 | $1,512-54.4% | $4,154-83.4% | $2,529-72.8% |
| Participant deferral / active EE | $738 | $2,157-65.8% | $5,453-86.5% | $3,835-80.7% |
| Admin fee / account holder | $201 | $891-77.4% | $14,116-98.6% | $1,002-79.9% |