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| Provider | Service type | Compensation |
|---|---|---|
ES BARR & COMPANY4+ years Service code 28 · EIN 61-1225413 | Investment Management | $14,586 |
TRENT CAPITAL MANAGEMENT4+ years Service code 28 · EIN 56-1588687 | Investment Management | $10,995 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $9,920 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 70 · EIN 31-1560462 | Consulting Fees | $8,715 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,097 | $73,102+19.1% | $123,552-29.5% | $56,287+54.7% |
| Participation rate | 83.3% | 74.3%+9.0pp | 82.3%+1.0pp | 69.9%+13.4pp |
| Annual return | -7.07% | 3.01%-10.1pp | 119.20%-126.3pp | -9.96%+2.9pp |
| Employer contribution / active EE | $4,204 | $2,977+41.2% | $4,628-9.2% | $2,111+99.1% |
| Participant deferral / active EE | $5,215 | $5,423-3.8% | $6,426-18.8% | $3,350+55.7% |
| Admin fee / account holder | $109 | $554-80.3% | $9,285-98.8% | $521-79.0% |