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| Provider | Service type | Compensation |
|---|---|---|
STEPHENS INC1+ years Filed as: STEPHENS, INC. Service code 28 · EIN 71-0641478 | Investment Management | $34,273 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $7,290 |
PENSION WORKS, INC.1+ years Service code 13 · EIN 03-0359635 382 HERCULES DRIVE · COLCHESTER, VT 05446 | Contract Administrator | $645 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,083 | $70,667-30.5% | $123,105-60.1% | $52,331-6.2% |
| Participation rate | 100.0% | 83.7%+16.3pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | -2.12% | 6.23%-8.4pp | 13.22%-15.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $2,011 | $2,946-31.7% | $5,151-61.0% | $1,882+6.9% |
| Participant deferral / active EE | $3,132 | $4,493-30.3% | $6,229-49.7% | $3,022+3.6% |
| Admin fee / account holder | $257 | $506-49.2% | $9,014-97.1% | $592-56.5% |