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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 | $51,878+12.0% | $68,368-15.0% | $79,634-27.0% |
| Participation rate | 24.8% | 53.7%-28.9pp | 73.8%-48.9pp | 62.5%-37.7pp |
| Annual return | 13.89% | 137.43%-123.5pp | 292.57%-278.7pp | 36.46%-22.6pp |
| Employer contribution / active EE | $508 | $1,931-73.7% | $2,649-80.8% | $2,529-79.9% |
| Participant deferral / active EE | $977 | $2,577-62.1% | $4,123-76.3% | $3,835-74.5% |
| Admin fee / account holder | $91 | $942-90.3% | $5,150-98.2% | $1,002-90.9% |