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| Provider | Service type | Compensation |
|---|---|---|
SANCTUARY ADVISORS LLC1 year Service code 27 250 W. 96TH STREET · INDIANAPOLIS, IN 46260 | Advisory (Plan) | $20,675 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $6,771 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,736 | $45,126-47.4% | $85,187-72.1% | $74,459-68.1% |
| Participation rate | 89.4% | 49.4%+40.0pp | 67.5%+21.9pp | 67.2%+22.2pp |
| Annual return | 20.03% | 26.30%-6.3pp | 66.67%-46.6pp | 1369.70%-1349.7pp |
| Employer contribution / active EE | $0 | $1,460-100.0% | $2,732-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $5,241 | $2,738+91.4% | $4,525+15.8% | $4,350+20.5% |
| Admin fee / account holder | $198 | $2,212-91.1% | $6,162-96.8% | $1,945-89.8% |