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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,306 |
Service code 49 · EIN 41-0973005 | Other Services | $11,859 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,248 |
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 | $55,412 | $58,320-5.0% | $86,439-35.9% | $66,930-17.2% |
| Participation rate | 98.3% | 78.6%+19.7pp | 80.3%+18.0pp | 69.8%+28.5pp |
| Annual return | -17.87% | -9.71%-8.2pp | 4395.55%-4413.4pp | 1.57%-19.4pp |
| Employer contribution / active EE | $2,923 | $2,615+11.7% | $3,769-22.5% | $2,545+14.8% |
| Participant deferral / active EE | $6,893 | $6,899-0.1% | $6,952-0.8% | $4,238+62.7% |
| Admin fee / account holder | $230 | $546-57.9% | $6,732-96.6% | $593-61.3% |