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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 | $106,247-39.1% | $147,096-56.0% | $77,714-16.7% |
| Participation rate | 81.1% | 78.4%+2.7pp | 82.2%-1.1pp | 70.6%+10.5pp |
| Annual return | 19.98% | 56.87%-36.9pp | 419.75%-399.8pp | 31.26%-11.3pp |
| Employer contribution / active EE | $3,082 | $4,069-24.3% | $4,936-37.6% | $2,727+13.0% |
| Participant deferral / active EE | $8,731 | $7,996+9.2% | $8,071+8.2% | $4,649+87.8% |
| Admin fee / account holder | $91 | $338-73.0% | $13,005-99.3% | $433-78.9% |