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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,925 |
UHY LLP2 years Filed as: UHY, LLP Service code 10 15 SUNNEN DRIVE · ST. LOIUS, MO 63143 | Accounting | $13,453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,300 | $92,090-5.2% | $106,201-17.8% | $77,671+12.4% |
| Participation rate | 56.0% | 81.0%-25.1pp | 75.3%-19.3pp | 70.6%-14.6pp |
| Annual return | 11.02% | 17.89%-6.9pp | 116.26%-105.2pp | 31.21%-20.2pp |
| Employer contribution / active EE | $2,088 | $3,368-38.0% | $3,170-34.1% | $2,726-23.4% |
| Participant deferral / active EE | $4,264 | $5,386-20.8% | $5,012-14.9% | $4,648-8.3% |
| Admin fee / account holder | $188 | $219-14.3% | $11,039-98.3% | $430-56.4% |