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| Provider | Service type | Compensation |
|---|---|---|
ADVUS FINANCIAL PARTNERS LLC2 years Service code 27 1525 INTERNATIONAL PKWY · LAKE MARY, FL 32746 | Advisory (Plan) | $25,413 |
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,791 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,134 | $84,482-53.7% | $125,363-68.8% | $66,930-41.5% |
| Participation rate | 83.9% | 76.4%+7.5pp | 82.4%+1.6pp | 69.8%+14.1pp |
| Annual return | -18.33% | -8.49%-9.8pp | 572.15%-590.5pp | 1.57%-19.9pp |
| Employer contribution / active EE | $728 | $3,553-79.5% | $4,815-84.9% | $2,545-71.4% |
| Participant deferral / active EE | $5,021 | $6,782-26.0% | $7,447-32.6% | $4,238+18.5% |
| Admin fee / account holder | $267 | $685-61.0% | $10,005-97.3% | $593-55.0% |