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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $62,489 |
EDWARD JONES4 years Service code 27 · EIN 43-0345811 | Advisory (Plan) | $19,547 |
EBELHAR WHITEHEAD PLLC10+ years Service code 10 · EIN 27-2616366 | Accounting | $7,761 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES Service code 49 | Other Services | $6,392 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 905 LILY CREEK RD · LOUISVILLE, KY 40243 | Other Services | $0 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,893 | $46,464-20.6% | $150,298-75.5% | $79,634-53.7% |
| Participation rate | 89.4% | 57.0%+32.5pp | 77.8%+11.7pp | 62.5%+27.0pp |
| Annual return | 14.06% | 27.89%-13.8pp | 62.79%-48.7pp | 36.46%-22.4pp |
| Employer contribution / active EE | $1,571 | $1,512+3.9% | $4,154-62.2% | $2,529-37.9% |
| Participant deferral / active EE | $2,161 | $2,157+0.2% | $5,453-60.4% | $3,835-43.6% |
| Admin fee / account holder | $197 | $891-77.9% | $14,116-98.6% | $1,002-80.4% |