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| Provider | Service type | Compensation |
|---|---|---|
FTB ADVISORS, INC.2 years Service code 27 · EIN 62-1254528 | Advisory (Plan) | $19,989 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,368 |
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 | $52,207 | $31,388+66.3% | $73,545-29.0% | $62,293-16.2% |
| Participation rate | 78.2% | 39.9%+38.3pp | 54.9%+23.2pp | 69.5%+8.6pp |
| Annual return | 16.43% | 25.34%-8.9pp | -15.16%+31.6pp | 28.90%-12.5pp |
| Employer contribution / active EE | $876 | $498+75.9% | $1,219-28.1% | $2,042-57.1% |
| Participant deferral / active EE | $2,268 | $1,028+120.5% | $1,806+25.6% | $3,169-28.4% |
| Admin fee / account holder | $216 | $299-27.8% | $2,320-90.7% | $479-54.9% |