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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 | $36,002+2.5% | $161,489-77.2% | $64,728-43.0% |
| Participation rate | 89.4% | 57.4%+32.0pp | 78.7%+10.7pp | 57.9%+31.5pp |
| Annual return | 14.06% | 33.93%-19.9pp | 89.72%-75.7pp | 49.38%-35.3pp |
| Employer contribution / active EE | $1,571 | $1,380+13.9% | $4,268-63.2% | $2,243-30.0% |
| Participant deferral / active EE | $2,161 | $1,815+19.1% | $5,630-61.6% | $2,729-20.8% |
| Admin fee / account holder | $197 | $931-78.9% | $16,006-98.8% | $1,145-82.8% |