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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,307 |
REGIONS BANK7+ years Service code 15 · EIN 63-0371391 | Recordkeeping | $1,673 |
TD AMERITRADE, INC.5 years Service code 33 · EIN 82-0543156 | Securities brokerage; Direct payment ... | $25 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $318,933 | $61,166+421.4% | $185,849+71.6% | $79,391+301.7% |
| Participation rate | 63.0% | 66.6%-3.6pp | 81.7%-18.7pp | 70.7%-7.7pp |
| Annual return | 17.02% | 19.45%-2.4pp | 122.10%-105.1pp | 116.88%-99.9pp |
| Employer contribution / active EE | $3,072 | $2,321+32.3% | $5,169-40.6% | $2,428+26.5% |
| Participant deferral / active EE | $6,170 | $2,789+121.3% | $5,569+10.8% | $4,046+52.5% |
| Admin fee / account holder | $86 | $710-87.9% | $16,244-99.5% | $627-86.3% |