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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 14 · EIN 82-3719843 8415 ALLISON POINTE BLVD. SUITE 300 · INDIANAPOLIS, IN 46250 | Plan Administrator | $5,158 |
NATIONWIDE10+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMNBUS, OH 43215 | Advisory (Participants) | $3,436 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $3,169 |
ACTIVE GRAPHICS, IC.4 years Filed as: ACTIVE-PASSIVE/IRON-CO-FID-ORTH Service code 52 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Indirect Investment Fees | $2,512 |
Filed as: BRADLEY RAY Service code 26 8330 ALLISON POINTE TRAIL · INDIANAPOLIS, IN 46250 | Advisory (Participants) | $334 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,778 | $129,021-59.1% | $184,203-71.3% | $77,643-32.0% |
| Participation rate | 72.0% | 87.3%-15.3pp | 86.8%-14.8pp | 70.6%+1.4pp |
| Annual return | 11.17% | 33.27%-22.1pp | 28.81%-17.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $455 | $4,413-89.7% | $6,427-92.9% | $2,726-83.3% |
| Participant deferral / active EE | $3,740 | $7,297-48.7% | $9,131-59.0% | $4,647-19.5% |
| Admin fee / account holder | $83 | $254-67.4% | $13,901-99.4% | $430-80.8% |