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| Provider | Service type | Compensation |
|---|---|---|
HENDERMAN JESSEE & CO3+ years Service code 10 · EIN 31-1490913 | Accounting | $8,300 |
BAIRD INSURANCE SERVICES INC2 years Filed as: J J B HILLIARD W LYONS Service code 55 | Other Commissions | $4,092 |
ASCENSUS LLC3+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 10 · EIN 31-1560462 | Accounting | $3,930 |
Filed as: FIDELITY INVESTMENTS INST. OPS CO Service code 25 · EIN 04-2647786 | Directed Trustee | $1,921 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,961 | $67,411-73.4% | $91,004-80.3% | $70,126-74.4% |
| Participation rate | 97.6% | 71.4%+26.3pp | 75.6%+22.0pp | 69.5%+28.1pp |
| Annual return | 15.53% | -40.16%+55.7pp | 4.60%+10.9pp | 73.15%-57.6pp |
| Employer contribution / active EE | $1,262 | $1,786-29.3% | $2,456-48.6% | $2,343-46.1% |
| Participant deferral / active EE | $0 | $2,823-100.0% | $3,548-100.0% | $3,332-100.0% |
| Admin fee / account holder | $112 | $4,236-97.3% | $5,417-97.9% | $4,645-97.6% |