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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 190D SAUDERSVILLE RD., SUITE 4004 · HENDERSONVILLE, TN 37075 | Recordkeeping | $24,794 |
Service code 15 · EIN 35-0145825 PO BOX 6123 · INDIANAPOLIS, IN 462066123 | Recordkeeping | $280 |
TIAA9+ years Service code 13 · EIN 13-1624203 730 THIRD AVE. · NEW YORK, NY 100173206 | Contract Administrator | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,451 | $69,774-56.4% | $67,575-54.9% | $74,459-59.1% |
| Participation rate | 72.2% | 71.4%+0.8pp | 72.9%-0.7pp | 67.2%+4.9pp |
| Annual return | 9.63% | -40.53%+50.2pp | 3528.98%-3519.3pp | 1369.70%-1360.1pp |
| Employer contribution / active EE | $2,335 | $2,710-13.8% | $2,736-14.6% | $2,626-11.1% |
| Participant deferral / active EE | $0 | $3,636-100.0% | $4,003-100.0% | $4,350-100.0% |
| Admin fee / account holder | $225 | $890-74.7% | $3,993-94.4% | $1,945-88.4% |