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| Provider | Service type | Compensation |
|---|---|---|
TRUSTAGE1 year Service code 15 · EIN 39-0230590 | Recordkeeping | $4,522 |
Filed as: PROSPERA FINANCIAL SERVICES INC. Service code 26 2770 MAIN STREET · FRISCO, TX 75033 | Advisory (Participants) | $3,646 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA LLC Service code 15 · EIN 86-3678481 805 BROADWAY ST · VANCOUVER, WA 98660 | Recordkeeping | $2,100 |
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.
Employer 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,344 | $89,225-83.9% | $136,072-89.5% | $74,459-80.7% |
| Participation rate | 26.5% | 69.4%-42.9pp | 76.4%-49.9pp | 67.2%-40.7pp |
| Annual return | 12.09% | 22.76%-10.7pp | 580.46%-568.4pp | 1369.70%-1357.6pp |
| Employer contribution / active EE | $376 | $2,816-86.6% | $4,216-91.1% | $2,626-85.7% |
| Participant deferral / active EE | $1,563 | $4,597-66.0% | $7,028-77.8% | $4,350-64.1% |
| Admin fee / account holder | $165 | $1,545-89.3% | $6,718-97.5% | $1,945-91.5% |