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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS, LLC Service code 12 · EIN 11-3665754 | Participant loan processing; Claims p... | $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 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,165-71.7% | $189,758-94.3% | $69,255-84.4% |
| Participation rate | 83.7% | 66.7%+17.0pp | 79.8%+3.9pp | 69.0%+14.6pp |
| Annual return | 11.87% | 14.65%-2.8pp | 52.62%-40.8pp | 26.73%-14.9pp |
| Employer contribution / active EE | $689 | $1,589-56.6% | $4,767-85.5% | $2,645-74.0% |
| Participant deferral / active EE | $738 | $2,073-64.4% | $5,856-87.4% | $2,890-74.5% |
| Admin fee / account holder | $201 | $714-71.8% | $20,388-99.0% | $733-72.5% |