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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $9,272 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $1,891 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,250 | $78,419-32.1% | $133,978-60.3% | $73,412-27.5% |
| Participation rate | 99.1% | 78.6%+20.5pp | 79.8%+19.3pp | 72.2%+27.0pp |
| Annual return | 14.44% | 33.35%-18.9pp | 45.10%-30.7pp | 59.30%-44.9pp |
| Employer contribution / active EE | $2,542 | $2,044+24.4% | $3,919-35.1% | $2,234+13.8% |
| Participant deferral / active EE | $3,710 | $3,925-5.5% | $5,047-26.5% | $3,806-2.5% |
| Admin fee / account holder | $288 | $161+78.6% | $8,930-96.8% | $158+82.5% |