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| Provider | Service type | Compensation |
|---|---|---|
Service code 25 · EIN 46-6402532 | Directed Trustee | $58,714 |
APPLE GROWTH PARTNERS4+ years Service code 34 · EIN 34-1082617 | Valuation (appraisals, etc.) | $30,940 |
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $16,080 |
PLANTE & MORAN, PLLC3 years Service code 10 · EIN 38-1357951 | Accounting | $14,300 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,327 | $79,519+22.4% | $95,964+1.4% | $73,412+32.6% |
| Participation rate | 100.0% | 81.2%+18.8pp | 77.1%+22.9pp | 72.2%+27.8pp |
| Annual return | 27.00% | 19.20%+7.8pp | 91.64%-64.6pp | 59.30%-32.3pp |
| Employer contribution / active EE | $13,408 | $2,048+554.8% | $2,541+427.6% | $2,234+500.3% |
| Participant deferral / active EE | $0 | $4,138-100.0% | $4,167-100.0% | $3,806-100.0% |
| Admin fee / account holder | $205 | $184+11.3% | $6,797-97.0% | $158+30.0% |