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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $13,519 |
LPL FINANCIAL1 year Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $6,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,204 | $60,165-74.7% | $74,184-79.5% | $55,167-72.4% |
| Participation rate | 89.2% | 74.2%+15.0pp | 76.6%+12.6pp | 69.0%+20.2pp |
| Annual return | 6.93% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $828 | $1,600-48.3% | $2,370-65.1% | $1,963-57.8% |
| Participant deferral / active EE | $1,973 | $2,973-33.6% | $3,550-44.4% | $3,054-35.4% |
| Admin fee / account holder | $173 | $419-58.8% | $5,586-96.9% | $504-65.7% |