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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $54,468 |
QUALIFIED PLANS, LLC2 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,932 |
FORVIS, LLP1 year Service code 10 · EIN 44-0160260 | Accounting | $14,600 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,879 | $64,176-45.7% | $112,263-68.9% | $66,949-47.9% |
| Participation rate | 96.5% | 68.4%+28.0pp | 75.1%+21.4pp | 69.8%+26.6pp |
| Annual return | -16.11% | -13.80%-2.3pp | 27.49%-43.6pp | 1.57%-17.7pp |
| Employer contribution / active EE | $7,953 | $3,007+164.5% | $3,636+118.7% | $2,545+212.4% |
| Participant deferral / active EE | $0 | $3,694-100.0% | $4,729-100.0% | $4,239-100.0% |
| Admin fee / account holder | $129 | $626-79.3% | $6,410-98.0% | $594-78.2% |