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| Provider | Service type | Compensation |
|---|---|---|
ESOP FIDUCIARIES3 years Filed as: ESOP FUDICIARIES Service code 21 · EIN 82-1679944 | Bank Trustee | $13,000 |
BKD, LLP1 year Filed as: DIXON HUGHES GOODMAN Service code 10 4350 CONGRESS ST #900 · CHARLOTTE, NC 28209 | Accounting | $12,340 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN Service code 10 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Accounting | $9,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $124,324-100.0% | $111,303-100.0% | $167,497-100.0% |
| Participation rate | 0.0% | 79.6%-79.6pp | 77.3%-77.3pp | 82.1%-82.1pp |
| Annual return | -10.18% | 37.44%-47.6pp | 54.66%-64.8pp | 478.62%-488.8pp |
| Employer contribution / active EE | $0 | $3,436-100.0% | $2,731-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $0 | $5,181-100.0% | $4,488-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $10,620-100.0% | $7,965-100.0% | $12,310-100.0% |