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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION1+ years Service code 27 801 PARK AVENUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $96,064 |
ASCENSUS LLC1+ years Filed as: ASCENSUS, INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $17,790 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,718 |
Filed as: ADVISED ASSET GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $6,511 |
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 | $79,816 | $72,770+9.7% | $67,652+18.0% | $55,191+44.6% |
| Participation rate | 99.4% | 78.8%+20.7pp | 75.7%+23.8pp | 69.2%+30.3pp |
| Annual return | 1.24% | -3.26%+4.5pp | 6625.40%-6624.2pp | 10.78%-9.5pp |
| Employer contribution / active EE | $2,723 | $1,769+53.9% | $2,266+20.2% | $1,899+43.4% |
| Participant deferral / active EE | $4,041 | $3,408+18.6% | $3,560+13.5% | $3,046+32.6% |
| Admin fee / account holder | $149 | $79+88.8% | $4,821-96.9% | $91+63.9% |