Filed October 21, 2021
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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 27 19435 W CAPITOL DR STE 200 · BROOKFIELD, WI 53045 | Advisory (Plan) | $9,979 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $968 |
JPMORGAN INVEST HOLDINGS LLC2+ years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,242 | $50,106+122.0% | $69,779+59.4% | $57,658+92.9% |
| Participation rate | 81.9% | 70.9%+11.0pp | 71.8%+10.0pp | 70.2%+11.6pp |
| Annual return | 8.70% | 14.58%-5.9pp | 12.99%-4.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $6,332 | $1,739+264.1% | $2,338+170.8% | $1,974+220.8% |
| Participant deferral / active EE | $0 | $2,486-100.0% | $2,931-100.0% | $3,061-100.0% |
| Admin fee / account holder | $37 | $89-58.2% | $4,381-99.1% | $95-60.6% |