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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $53,921 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD, STE. 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $33,230 |
FORVIS, LLP2 years Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $20,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,158 | $83,369-32.6% | $105,223-46.6% | $67,986-17.4% |
| Participation rate | 100.0% | 56.3%+43.7pp | 75.0%+25.0pp | 57.2%+42.8pp |
| Annual return | 16.54% | 24.64%-8.1pp | 180.65%-164.1pp | 31.67%-15.1pp |
| Employer contribution / active EE | $8,811 | $2,541+246.8% | $3,689+138.9% | $2,019+336.5% |
| Participant deferral / active EE | $0 | $3,295-100.0% | $5,072-100.0% | $3,358-100.0% |
| Admin fee / account holder | $166 | $4,073-95.9% | $8,859-98.1% | $3,203-94.8% |