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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 37 · EIN 11-3665754 | Loan Processing | $9,251 |
UNITED OF OMAHA7 years Service code 15 · EIN 47-0322111 | Recordkeeping | $2,330 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,644 | $45,126+111.9% | $85,187+12.3% | $74,459+28.5% |
| Participation rate | 98.6% | 49.4%+49.3pp | 67.5%+31.1pp | 67.2%+31.4pp |
| Annual return | 15.80% | 26.30%-10.5pp | 66.67%-50.9pp | 1369.70%-1353.9pp |
| Employer contribution / active EE | $3,237 | $1,460+121.7% | $2,732+18.5% | $2,626+23.3% |
| Participant deferral / active EE | $7,397 | $2,738+170.1% | $4,525+63.5% | $4,350+70.1% |
| Admin fee / account holder | $84 | $2,212-96.2% | $6,162-98.6% | $1,945-95.7% |