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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $27,351 |
ASCENSUS LLC4 years Service code 12 · EIN 11-3665754 | Participant loan processing; Direct p... | $23,415 |
Service code 49 · EIN 36-4212397 | Other Services | $21,606 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MGMT LLC Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,655 | $61,166+188.8% | $185,849-4.9% | $79,391+122.5% |
| Participation rate | 100.0% | 66.6%+33.4pp | 81.7%+18.3pp | 70.7%+29.3pp |
| Annual return | 29.27% | 19.45%+9.8pp | 122.10%-92.8pp | 116.88%-87.6pp |
| Employer contribution / active EE | $5,257 | $2,321+126.5% | $5,169+1.7% | $2,428+116.5% |
| Participant deferral / active EE | $5,669 | $2,789+103.3% | $5,569+1.8% | $4,046+40.1% |
| Admin fee / account holder | $179 | $710-74.7% | $16,244-98.9% | $627-71.4% |