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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: FRANCIS INVESTMENT COUNSEL LLC Service code 26 19435 W CAPITOL DR · BROOKFIELD, WI 53045 | Advisory (Participants) | $35,083 |
AMERICAN UNITED LIFE INSURANCE CO10+ years Service code 15 · EIN 35-0145825 | Recordkeeping | $26,733 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,186 | $50,919+43.7% | $155,556-53.0% | $77,762-5.9% |
| Participation rate | 87.0% | 63.1%+23.9pp | 78.2%+8.8pp | 70.6%+16.4pp |
| Annual return | 14.92% | 34.84%-19.9pp | 64.84%-49.9pp | 31.27%-16.4pp |
| Employer contribution / active EE | $1,547 | $1,991-22.3% | $4,675-66.9% | $2,728-43.3% |
| Participant deferral / active EE | $2,869 | $2,824+1.6% | $5,631-49.0% | $4,651-38.3% |
| Admin fee / account holder | $178 | $437-59.4% | $15,885-98.9% | $433-59.0% |