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| Provider | Service type | Compensation |
|---|---|---|
LAKE CITY BANK2+ years Service code 21 · EIN 35-0458180 | Bank Trustee | $47,102 |
ASCENSUS LLC2+ years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $10,847 |
ASCENSUS LLC2+ years Filed as: ASCENSUS TRUST Service code 19 · EIN 45-0404698 | Securities Custodian | $2,108 |
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 | $57,341 | $63,905-10.3% | $74,184-22.7% | $57,658-0.6% |
| Participation rate | 73.2% | 79.8%-6.6pp | 76.6%-3.4pp | 70.2%+3.0pp |
| Annual return | 7.80% | 60.60%-52.8pp | 17.74%-9.9pp | 5.13%+2.7pp |
| Employer contribution / active EE | $0 | $1,840-100.0% | $2,370-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,676 | $3,448-51.4% | $3,550-52.8% | $3,061-45.2% |
| Admin fee / account holder | $244 | $91+168.4% | $5,586-95.6% | $95+158.6% |