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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: FUTUREPLAN Service code 15 200 DRYDEN RD. · DRESHER, PA 19025 | Recordkeeping | $29,957 |
Filed as: PENSIONMARK FINANCIAL Service code 16 2829 E DUPONT RD. · FORT WAYNE, IN 46825 | Consulting | $20,000 |
Service code 16 · EIN 82-1828832 | Consulting | $13,380 |
LARSON FINANCIAL GROUP LLC2 years Filed as: LARSON FINANCIAL GROUP Service code 16 · EIN 20-4773945 | Consulting | $13,259 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,444 | $46,332+218.2% | $143,797+2.5% | $64,824+127.5% |
| Participation rate | 94.1% | 64.2%+29.8pp | 80.3%+13.7pp | 71.5%+22.6pp |
| Annual return | -17.12% | -10.05%-7.1pp | -0.04%-17.1pp | 32.84%-50.0pp |
| Employer contribution / active EE | $6,519 | $1,911+241.1% | $4,952+31.6% | $2,507+160.0% |
| Participant deferral / active EE | $5,035 | $2,647+90.2% | $5,638-10.7% | $4,311+16.8% |
| Admin fee / account holder | $119 | $154-22.7% | $14,679-99.2% | $188-36.6% |