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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $51,190 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD, STE. 700 · OVERLAND PARK, KS 66211 | Advisory (Plan) | $30,588 |
FORVIS, LLP1 year Filed as: FORVIS MAZARS, LLP Service code 10 · EIN 44-0160260 | Accounting | $19,175 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,592 | $80,748-39.8% | $102,383-52.5% | $74,429-34.7% |
| Participation rate | 98.4% | 65.7%+32.7pp | 74.5%+23.8pp | 67.2%+31.1pp |
| Annual return | 12.35% | 27.57%-15.2pp | 24.94%-12.6pp | 1368.38%-1356.0pp |
| Employer contribution / active EE | $7,658 | $3,159+142.4% | $3,870+97.9% | $2,625+191.7% |
| Participant deferral / active EE | $0 | $3,861-100.0% | $5,060-100.0% | $4,348-100.0% |
| Admin fee / account holder | $150 | $2,371-93.7% | $8,391-98.2% | $1,944-92.3% |