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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $16,431 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 55 1 NEW YORK PLZ FL 12 · NEW YORK, NY 10004 | Other Commissions | $11,987 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,831 | $56,540+7.6% | $185,849-67.3% | $86,821-29.9% |
| Participation rate | 47.6% | 65.5%-17.9pp | 81.7%-34.1pp | 72.3%-24.7pp |
| Annual return | 14.93% | 118.20%-103.3pp | 122.10%-107.2pp | 97.94%-83.0pp |
| Employer contribution / active EE | $1,834 | $1,844-0.5% | $5,169-64.5% | $2,406-23.8% |
| Participant deferral / active EE | $2,512 | $2,555-1.7% | $5,569-54.9% | $4,132-39.2% |
| Admin fee / account holder | $62 | $150-58.9% | $16,244-99.6% | $170-63.7% |