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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Filed as: ASCENSUS Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $51,067 |
QUALIFIED PLANS, LLC3 years Filed as: QUALIFIED PLAN ADVISORS Service code 27 6201 COLLEGE BLVD, 7TH FLOOR · OVERLAND PARK, KS 66211 | Advisory (Plan) | $25,931 |
FORVIS, LLP2 years Service code 10 · EIN 44-0160260 | Accounting | $18,237 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,707 | $76,696-40.4% | $96,538-52.7% | $71,529-36.1% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.8pp | 67.9%+21.2pp |
| Annual return | 16.30% | 48.32%-32.0pp | 35.74%-19.4pp | 28.97%-12.7pp |
| Employer contribution / active EE | $7,123 | $3,032+135.0% | $3,740+90.4% | $2,590+175.0% |
| Participant deferral / active EE | $0 | $3,770-100.0% | $4,880-100.0% | $4,291-100.0% |
| Admin fee / account holder | $146 | $2,030-92.8% | $6,737-97.8% | $1,588-90.8% |