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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS - GLDLF Service code 14 PO BOX 734602 · CHICAGO, IL 60673 | Plan Administrator | $56,275 |
Service code 26 | Advisory (Participants) | $42,454 |
Filed as: WEALTH PLUS OF THE DAKOTAS,INC Service code 26 · EIN 81-4923530 | Advisory (Participants) | $42,454 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $30,571 |
Filed as: WILSHIRE ASSOCIATES INC (USA) Service code 26 | Advisory (Participants) | $2,426 |
Filed as: WILSHIRE ASSOCIATES INC(USA) Service code 26 · EIN 95-2755361 | Advisory (Participants) | $2,426 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,646 | $47,746-75.6% | $70,160-83.4% | $74,460-84.4% |
| Participation rate | 96.0% | 72.7%+23.4pp | 78.8%+17.2pp | 70.7%+25.3pp |
| Annual return | 13.68% | 18.37%-4.7pp | 19.08%-5.4pp | 34.38%-20.7pp |
| Employer contribution / active EE | $3,347 | $2,297+45.7% | $4,285-21.9% | $2,638+26.9% |
| Participant deferral / active EE | $2,809 | $3,187-11.9% | $5,394-47.9% | $4,530-38.0% |
| Admin fee / account holder | $193 | $567-66.0% | $4,582-95.8% | $348-44.5% |