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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ENVESTNET RETIREMENT SOLUTIONS Service code 99 · EIN 61-1732930 | Other Fees | $858 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $635 |
ASCENSUS LLC2 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,050 | $55,889-65.9% | $76,119-75.0% | $80,935-76.5% |
| Participation rate | 96.2% | 62.1%+34.1pp | 69.1%+27.1pp | 67.7%+28.5pp |
| Annual return | 16.47% | 20.58%-4.1pp | 361.25%-344.8pp | 35.66%-19.2pp |
| Employer contribution / active EE | $2,565 | $1,866+37.5% | $2,693-4.7% | $2,757-6.9% |
| Participant deferral / active EE | $4,113 | $3,051+34.8% | $4,259-3.4% | $4,299-4.3% |
| Admin fee / account holder | $65 | $5,241-98.8% | $6,421-99.0% | $6,924-99.1% |