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| Provider | Service type | Compensation |
|---|---|---|
EVERENCE TRUST COMPANY2+ years Service code 27 · EIN 35-2140529 | Advisory (Plan) | $13,988 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $22,217 | $43,423-48.8% | $78,676-71.8% | $55,167-59.7% |
| Participation rate | 51.9% | 68.0%-16.2pp | 73.6%-21.7pp | 69.0%-17.1pp |
| Annual return | 7.31% | 11.53%-4.2pp | 62.19%-54.9pp | 169.23%-161.9pp |
| Employer contribution / active EE | $1,341 | $1,997-32.9% | $2,850-53.0% | $1,963-31.7% |
| Participant deferral / active EE | $785 | $2,509-68.7% | $3,517-77.7% | $3,054-74.3% |
| Admin fee / account holder | $184 | $416-55.7% | $4,510-95.9% | $504-63.5% |