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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,866 |
FINANCIAL ENGINES1 year Service code 27 10950 GRANDVIEW DR. · OVERLAND PARK, KS 66210 | Advisory (Plan) | $8,477 |
THE MUTUAL FUND STORE1 year Service code 27 10950 GRANDVIEW DRIVE · OVERLAND PARK, KS 66210 | Advisory (Plan) | $5,702 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,227 | $80,753-82.4% | $136,298-89.6% | $62,293-77.2% |
| Participation rate | 43.3% | 73.5%-30.2pp | 81.9%-38.6pp | 69.5%-26.2pp |
| Annual return | 25.48% | 35.83%-10.4pp | 5156.27%-5130.8pp | 28.90%-3.4pp |
| Employer contribution / active EE | $970 | $2,884-66.4% | $4,696-79.3% | $2,042-52.5% |
| Participant deferral / active EE | $1,649 | $5,164-68.1% | $6,247-73.6% | $3,169-48.0% |
| Admin fee / account holder | $236 | $525-55.1% | $9,244-97.5% | $479-50.8% |