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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,916 |
BKD, LLP4+ years Filed as: BKD LLP Service code 10 · EIN 44-0160260 | Accounting | $8,000 |
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 | $43,479 | $62,928-30.9% | $172,753-74.8% | $67,582-35.7% |
| Participation rate | 79.3% | 64.5%+14.8pp | 82.6%-3.4pp | 71.3%+8.0pp |
| Annual return | 5.56% | 30.36%-24.8pp | 803.00%-797.4pp | 378.57%-373.0pp |
| Employer contribution / active EE | $1,210 | $1,636-26.1% | $5,144-76.5% | $2,148-43.7% |
| Participant deferral / active EE | $1,535 | $2,145-28.4% | $5,198-70.5% | $3,539-56.6% |
| Admin fee / account holder | $54 | $167-67.7% | $13,956-99.6% | $142-62.2% |