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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 |
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 | $36,904-70.7% | $158,223-93.2% | $65,191-83.4% |
| Participation rate | 83.7% | 62.1%+21.6pp | 79.2%+4.5pp | 63.0%+20.7pp |
| Annual return | 11.87% | 24.43%-12.6pp | 52.09%-40.2pp | 51.24%-39.4pp |
| Employer contribution / active EE | $689 | $1,489-53.7% | $4,109-83.2% | $2,400-71.3% |
| Participant deferral / active EE | $738 | $1,936-61.9% | $5,467-86.5% | $2,671-72.4% |
| Admin fee / account holder | $201 | $793-74.6% | $16,047-98.7% | $907-77.8% |