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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 37 · EIN 11-3665754 | Loan Processing | $20,935 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $10,638 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,797 | $62,686-54.1% | $178,505-83.9% | $77,762-63.0% |
| Participation rate | 76.5% | 66.9%+9.6pp | 77.1%-0.6pp | 70.6%+5.9pp |
| Annual return | 13.48% | 16.16%-2.7pp | 27.16%-13.7pp | 31.27%-17.8pp |
| Employer contribution / active EE | $345 | $1,914-82.0% | $3,955-91.3% | $2,728-87.3% |
| Participant deferral / active EE | $1,886 | $4,224-55.3% | $6,280-70.0% | $4,651-59.4% |
| Admin fee / account holder | $75 | $386-80.7% | $10,428-99.3% | $433-82.7% |