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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY10+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $27,025 |
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,245 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,268 | $66,004-32.9% | $81,820-45.9% | $77,714-43.0% |
| Participation rate | 65.7% | 65.8%-0.1pp | 72.4%-6.6pp | 70.6%-4.8pp |
| Annual return | 14.92% | 26.65%-11.7pp | 777.93%-763.0pp | 31.26%-16.3pp |
| Employer contribution / active EE | $3,253 | $2,375+37.0% | $2,915+11.6% | $2,727+19.3% |
| Participant deferral / active EE | $1,507 | $3,508-57.0% | $4,323-65.1% | $4,649-67.6% |
| Admin fee / account holder | $138 | $527-73.9% | $7,391-98.1% | $433-68.2% |