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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.1 year Service code 27 · EIN 62-1254528 | Advisory (Plan) | $17,430 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,208 |
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 | $45,352 | $25,723+76.3% | $69,182-34.4% | $55,167-17.8% |
| Participation rate | 73.3% | 39.4%+33.9pp | 55.1%+18.2pp | 69.0%+4.3pp |
| Annual return | 6.04% | 9.56%-3.5pp | -21.93%+28.0pp | 169.23%-163.2pp |
| Employer contribution / active EE | $776 | $480+61.5% | $1,206-35.7% | $1,963-60.5% |
| Participant deferral / active EE | $1,983 | $963+105.8% | $1,897+4.5% | $3,054-35.1% |
| Admin fee / account holder | $214 | $365-41.4% | $2,697-92.1% | $504-57.6% |