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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,465 |
CENTRAL TRUST COMPANY2 years Filed as: CENTRAL TRUST & INVESTMENT COMPANY Service code 21 720 E. BROADWAY · COLUMBIA, MO 65201 | Bank Trustee | $10,234 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,517 | $50,637-71.3% | $86,582-83.2% | $62,293-76.7% |
| Participation rate | 63.1% | 67.9%-4.8pp | 73.5%-10.5pp | 69.5%-6.5pp |
| Annual return | 17.55% | 20.80%-3.2pp | 965.08%-947.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $827 | $2,075-60.2% | $2,839-70.9% | $2,042-59.5% |
| Participant deferral / active EE | $813 | $2,611-68.9% | $3,609-77.5% | $3,169-74.3% |
| Admin fee / account holder | $181 | $413-56.2% | $4,904-96.3% | $479-62.2% |