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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,889 |
CENTRAL TRUST COMPANY3 years Filed as: CENTRAL TRUST AND INVESTMENT COMPAN Service code 21 · EIN 43-0632950 | Bank Trustee | $12,637 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,397 | $66,124-73.7% | $90,461-80.8% | $73,497-76.3% |
| Participation rate | 65.1% | 69.7%-4.5pp | 72.7%-7.5pp | 70.7%-5.5pp |
| Annual return | 16.07% | 17.65%-1.6pp | 1294.76%-1278.7pp | 28.51%-12.4pp |
| Employer contribution / active EE | $926 | $2,346-60.5% | $3,264-71.6% | $2,270-59.2% |
| Participant deferral / active EE | $905 | $3,039-70.2% | $3,964-77.2% | $3,740-75.8% |
| Admin fee / account holder | $200 | $396-49.6% | $5,617-96.4% | $513-61.1% |