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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $13,148 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $3,508 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,878 | $91,394-40.0% | $130,026-57.8% | $74,440-26.3% |
| Participation rate | 99.7% | 77.8%+22.0pp | 78.5%+21.2pp | 70.7%+29.0pp |
| Annual return | 16.26% | 23.20%-6.9pp | -137.26%+153.5pp | 34.37%-18.1pp |
| Employer contribution / active EE | $2,968 | $2,565+15.7% | $4,321-31.3% | $2,638+12.5% |
| Participant deferral / active EE | $4,687 | $4,721-0.7% | $5,821-19.5% | $4,529+3.5% |
| Admin fee / account holder | $335 | $284+18.1% | $10,608-96.8% | $348-3.7% |