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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY1+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $9,879 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,783 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,416 | $41,854-46.4% | $73,845-69.6% | $52,331-57.2% |
| Participation rate | 57.7% | 66.2%-8.5pp | 73.4%-15.8pp | 68.1%-10.4pp |
| Annual return | 0.78% | 2.11%-1.3pp | 2267.91%-2267.1pp | 4.54%-3.8pp |
| Employer contribution / active EE | $850 | $1,920-55.8% | $2,788-69.5% | $1,882-54.8% |
| Participant deferral / active EE | $800 | $2,498-68.0% | $3,583-77.7% | $3,022-73.5% |
| Admin fee / account holder | $145 | $493-70.6% | $4,881-97.0% | $592-75.5% |