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| Provider | Service type | Compensation |
|---|---|---|
Service code 30 · EIN 33-0038141 | Employee (plan) | $5,053 |
RBTK, LLP1 year Service code 10 · EIN 33-0567239 | Accounting | $5,000 |
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $4,767 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,792 | $72,273-61.5% | $101,275-72.6% | $79,856-65.2% |
| Participation rate | 94.7% | 68.5%+26.3pp | 75.8%+18.9pp | 69.6%+25.1pp |
| Annual return | 32.89% | 22.30%+10.6pp | 46.48%-13.6pp | 31.71%+1.2pp |
| Employer contribution / active EE | $2,105 | $2,691-21.8% | $3,660-42.5% | $2,471-14.8% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $165 | $4,401-96.2% | $5,948-97.2% | $5,306-96.9% |