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| Provider | Service type | Compensation |
|---|---|---|
LAKE CITY BANK1+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $50,950 |
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $12,761 |
ASCENSUS LLC1+ years Filed as: ASCENSUS TRUST Service code 19 · EIN 45-0404698 | Securities Custodian | $3,529 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $52,630 | $72,770-27.7% | $67,652-22.2% | $55,191-4.6% |
| Participation rate | 72.8% | 78.8%-6.0pp | 75.7%-2.9pp | 69.2%+3.6pp |
| Annual return | -1.33% | -3.26%+1.9pp | 6625.40%-6626.7pp | 10.78%-12.1pp |
| Employer contribution / active EE | $0 | $1,769-100.0% | $2,266-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $1,570 | $3,408-53.9% | $3,560-55.9% | $3,046-48.5% |
| Admin fee / account holder | $225 | $79+185.6% | $4,821-95.3% | $91+148.0% |