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| Provider | Service type | Compensation |
|---|---|---|
SYM FINANCIAL CORPORATION2+ years Service code 27 801 PARK AVENUE · WINONA LAKE, IN 46590 | Advisory (Plan) | $99,993 |
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $18,060 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,105 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,767 |
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 | $78,881 | $63,905+23.4% | $74,184+6.3% | $57,658+36.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 8.81% | 60.60%-51.8pp | 17.74%-8.9pp | 5.13%+3.7pp |
| Employer contribution / active EE | $2,733 | $1,840+48.5% | $2,370+15.3% | $1,974+38.5% |
| Participant deferral / active EE | $4,119 | $3,448+19.5% | $3,550+16.0% | $3,061+34.6% |
| Admin fee / account holder | $132 | $91+45.3% | $5,586-97.6% | $95+40.0% |