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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,674 |
ASCENSUS LLC2 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $4,272 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,401 |
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 | $30,548 | $76,112-59.9% | $96,534-68.4% | $71,511-57.3% |
| Participation rate | 90.9% | 74.4%+16.5pp | 76.0%+14.9pp | 67.9%+22.9pp |
| Annual return | 17.07% | 22.81%-5.7pp | 25.88%-8.8pp | 28.86%-11.8pp |
| Employer contribution / active EE | $738 | $2,248-67.2% | $2,965-75.1% | $2,589-71.5% |
| Participant deferral / active EE | $2,268 | $4,217-46.2% | $4,851-53.2% | $4,291-47.1% |
| Admin fee / account holder | $95 | $2,708-96.5% | $8,253-98.8% | $1,588-94.0% |