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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,777 |
MORNINGSTAR1 year Service code 27 22 W. WASHINGTON STREET · CHICAGO, IL 60602 | Advisory (Plan) | $188 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,123 | $44,206+31.5% | $94,057-38.2% | $64,728-10.2% |
| Participation rate | 24.8% | 51.0%-26.2pp | 73.3%-48.5pp | 57.9%-33.1pp |
| Annual return | 13.89% | 259.42%-245.5pp | 480.62%-466.7pp | 49.38%-35.5pp |
| Employer contribution / active EE | $508 | $1,635-69.0% | $2,933-82.7% | $2,243-77.4% |
| Participant deferral / active EE | $977 | $1,902-48.6% | $4,709-79.3% | $2,729-64.2% |
| Admin fee / account holder | $91 | $1,230-92.6% | $7,244-98.7% | $1,145-92.0% |