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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $71,746 |
ASCENSUS LLC3 years Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $25,205 |
Filed as: PATTERSON HARDEE & BALLENTINE PC Service code 10 · EIN 45-0784806 | Accounting | $22,800 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,437 | $46,292-53.7% | $143,757-85.1% | $64,808-66.9% |
| Participation rate | 89.3% | 64.2%+25.1pp | 80.3%+9.0pp | 71.5%+17.9pp |
| Annual return | -3.17% | -10.05%+6.9pp | -0.04%-3.1pp | 32.82%-36.0pp |
| Employer contribution / active EE | $188 | $1,910-90.1% | $4,951-96.2% | $2,506-92.5% |
| Participant deferral / active EE | $1,393 | $2,646-47.3% | $5,637-75.3% | $4,310-67.7% |
| Admin fee / account holder | $262 | $154+70.6% | $14,673-98.2% | $188+39.7% |