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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,871 |
CENTRAL TRUST COMPANY1 year Service code 27 720 E. BROADWAY · COLUMBIA, MO 65205 | Advisory (Plan) | $14,496 |
Form 5500 reported that benefits due were not provided when due.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,205 | $60,393-74.8% | $81,820-81.4% | $74,429-79.6% |
| Participation rate | 78.6% | 62.9%+15.7pp | 72.4%+6.3pp | 67.2%+11.4pp |
| Annual return | 14.08% | 16.89%-2.8pp | 777.93%-763.8pp | 1368.38%-1354.3pp |
| Employer contribution / active EE | $1,248 | $2,626-52.5% | $2,915-57.2% | $2,625-52.5% |
| Participant deferral / active EE | $1,344 | $3,397-60.4% | $4,323-68.9% | $4,348-69.1% |
| Admin fee / account holder | $152 | $1,491-89.8% | $7,391-97.9% | $1,944-92.2% |