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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,671 |
LPL FINANCIAL2 years Service code 27 75 STATE STREET · BOSTON, MA 02109 | Advisory (Plan) | $7,269 |
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 | $18,304 | $64,909-71.8% | $82,313-77.8% | $62,293-70.6% |
| Participation rate | 88.1% | 74.9%+13.2pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 19.31% | 21.18%-1.9pp | 25.88%-6.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $885 | $1,676-47.2% | $2,428-63.6% | $2,042-56.7% |
| Participant deferral / active EE | $1,917 | $3,103-38.2% | $3,706-48.3% | $3,169-39.5% |
| Admin fee / account holder | $161 | $440-63.5% | $5,608-97.1% | $479-66.5% |