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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 15 · EIN 31-1560462 | Recordkeeping | $19,268 |
STOLL KEENON OGDEN1+ years Service code 29 · EIN 61-0421389 | Legal | $17,373 |
BKD, LLP1+ years Service code 10 · EIN 44-0160260 | Accounting | $12,480 |
MERCER1+ years Filed as: MERCER CAPITAL Service code 34 · EIN 62-1154641 | Valuation (appraisals, etc.) | $7,150 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $188,240 | $70,667+166.4% | $123,106+52.9% | $52,331+259.7% |
| Participation rate | 99.3% | 83.7%+15.6pp | 86.8%+12.6pp | 68.1%+31.2pp |
| Annual return | 14.37% | 6.23%+8.1pp | 13.22%+1.2pp | 4.54%+9.8pp |
| Employer contribution / active EE | $4,775 | $2,946+62.1% | $5,151-7.3% | $1,882+153.8% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,229-100.0% | $3,022-100.0% |
| Admin fee / account holder | $293 | $506-42.1% | $9,015-96.7% | $592-50.5% |