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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS DBA FUTUREPLAN Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $23,323 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 19 · EIN 27-3169253 | Securities Custodian | $11,323 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $5,953 |
DEFINITI LLC2 years Filed as: DEFINITI Service code 64 · EIN 85-0833363 | Recordkeeping Fees | $2,722 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,741 | $106,110-39.0% | $147,005-56.0% | $77,671-16.6% |
| Participation rate | 81.1% | 78.4%+2.7pp | 82.2%-1.1pp | 70.6%+10.5pp |
| Annual return | 19.98% | 56.77%-36.8pp | 418.76%-398.8pp | 31.21%-11.2pp |
| Employer contribution / active EE | $3,082 | $4,065-24.2% | $4,934-37.5% | $2,726+13.0% |
| Participant deferral / active EE | $8,731 | $7,992+9.2% | $8,070+8.2% | $4,648+87.8% |
| Admin fee / account holder | $91 | $338-72.9% | $13,006-99.3% | $430-78.8% |