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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 37 · EIN 62-1700633 | Loan Processing | $1,550 |
Filed as: JOHN HANCOCK LIFE INSURANCE CO Service code 15 · EIN 01-0233346 | Recordkeeping | $458 |
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 | $228,426 | $85,766+166.3% | $136,298+67.6% | $70,126+225.7% |
| Participation rate | 92.1% | 74.2%+17.9pp | 81.9%+10.2pp | 69.5%+22.6pp |
| Annual return | -7.75% | 31.46%-39.2pp | 5156.27%-5164.0pp | 73.15%-80.9pp |
| Employer contribution / active EE | $7,323 | $2,966+146.9% | $4,696+56.0% | $2,343+212.6% |
| Participant deferral / active EE | $16,516 | $5,051+227.0% | $6,247+164.4% | $3,332+395.7% |
| Admin fee / account holder | $41 | $5,421-99.2% | $9,244-99.6% | $4,645-99.1% |