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| Provider | Service type | Compensation |
|---|---|---|
Filed as: JIM STEWART Service code 22 2238 W. PALMETTO ST. · FLORENCE, SC 295014047 | Insurance Broker | $49,052 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,705 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,662 | $80,177-11.9% | $123,894-43.0% | $57,658+22.6% |
| Participation rate | 89.7% | 74.4%+15.3pp | 81.4%+8.3pp | 70.2%+19.5pp |
| Annual return | 7.19% | 17.90%-10.7pp | 47.52%-40.3pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,940 | $2,913+0.9% | $4,617-36.3% | $1,974+49.0% |
| Participant deferral / active EE | $3,574 | $5,130-30.3% | $5,984-40.3% | $3,061+16.8% |
| Admin fee / account holder | $19 | $106-82.0% | $8,357-99.8% | $95-79.8% |