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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $63,011 |
Service code 27 · EIN 99-1321623 | Advisory (Plan) | $33,134 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $6,501 |
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 | $78,383 | $47,105+66.4% | $68,368+14.6% | $67,986+15.3% |
| Participation rate | 97.6% | 51.8%+45.8pp | 73.8%+23.9pp | 57.2%+40.4pp |
| Annual return | 18.37% | 48.37%-30.0pp | 292.57%-274.2pp | 31.67%-13.3pp |
| Employer contribution / active EE | $4,733 | $1,859+154.7% | $2,649+78.7% | $2,019+134.5% |
| Participant deferral / active EE | $8,056 | $2,374+239.3% | $4,123+95.4% | $3,358+139.9% |
| Admin fee / account holder | $236 | $2,435-90.3% | $5,150-95.4% | $3,203-92.6% |