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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ROCKEFELLER CAPITAL MANAGEMENT INSU Service code 27 · EIN 82-4926179 | Advisory (Plan) | $61,638 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $41,190 |
HANCOCK ASKEW & CO., LLP1 year Filed as: HANCOCK ASKEW & CO LLP Service code 10 · EIN 58-0662558 | Accounting | $19,700 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 | Recordkeeping | $4,675 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,937 | $99,957+46.0% | $149,730-2.5% | $73,493+98.6% |
| Participation rate | 97.4% | 75.7%+21.7pp | 82.5%+14.9pp | 70.7%+26.7pp |
| Annual return | 14.04% | 53.87%-39.8pp | 276.70%-262.7pp | 28.51%-14.5pp |
| Employer contribution / active EE | $2,007 | $3,191-37.1% | $4,645-56.8% | $2,270-11.6% |
| Participant deferral / active EE | $8,675 | $6,073+42.8% | $6,843+26.8% | $3,740+132.0% |
| Admin fee / account holder | $560 | $551+1.7% | $9,310-94.0% | $513+9.1% |