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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $26,662 |
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $20,000 |
Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $13,650 |
Service code 16 · EIN 82-1828832 | Consulting | $12,533 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,170 | $56,540+231.0% | $185,851+0.7% | $86,821+115.6% |
| Participation rate | 95.1% | 65.5%+29.6pp | 81.7%+13.4pp | 72.3%+22.8pp |
| Annual return | 16.46% | 118.20%-101.7pp | 122.11%-105.6pp | 97.94%-81.5pp |
| Employer contribution / active EE | $7,100 | $1,844+284.9% | $5,168+37.4% | $2,406+195.1% |
| Participant deferral / active EE | $4,914 | $2,555+92.3% | $5,569-11.7% | $4,132+18.9% |
| Admin fee / account holder | $128 | $150-14.3% | $16,245-99.2% | $170-24.4% |