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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 | $39,766+46.2% | $66,674-12.8% | $71,012-18.2% |
| Participation rate | 24.8% | 47.7%-22.9pp | 73.7%-48.9pp | 58.6%-33.7pp |
| Annual return | 13.89% | 181.39%-167.5pp | 321.24%-307.4pp | 37.67%-23.8pp |
| Employer contribution / active EE | $508 | $1,503-66.2% | $2,620-80.6% | $2,348-78.4% |
| Participant deferral / active EE | $977 | $1,868-47.7% | $4,084-76.1% | $3,246-69.9% |
| Admin fee / account holder | $91 | $1,097-91.7% | $5,098-98.2% | $1,167-92.2% |