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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 | $36,9040% | $158,223-76.7% | $65,191-43.4% |
| Participation rate | 89.4% | 62.1%+27.3pp | 79.2%+10.2pp | 63.0%+26.4pp |
| Annual return | 14.06% | 24.43%-10.4pp | 52.09%-38.0pp | 51.24%-37.2pp |
| Employer contribution / active EE | $1,571 | $1,489+5.5% | $4,109-61.8% | $2,400-34.5% |
| Participant deferral / active EE | $2,161 | $1,936+11.6% | $5,467-60.5% | $2,671-19.1% |
| Admin fee / account holder | $197 | $793-75.2% | $16,047-98.8% | $907-78.3% |