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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $24,706 |
Filed as: SWBC INVESTMENT CO Service code 27 · EIN 75-1553739 | Advisory (Plan) | $23,121 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,953 | $59,417-24.3% | $93,606-52.0% | $74,495-39.7% |
| Participation rate | 57.7% | 59.7%-2.0pp | 68.7%-11.0pp | 67.2%-9.5pp |
| Annual return | 13.63% | 81.83%-68.2pp | 133.20%-119.6pp | 1364.94%-1351.3pp |
| Employer contribution / active EE | $459 | $1,264-63.7% | $2,420-81.0% | $2,623-82.5% |
| Participant deferral / active EE | $3,259 | $3,050+6.9% | $4,411-26.1% | $4,346-25.0% |
| Admin fee / account holder | $218 | $3,021-92.8% | $8,285-97.4% | $1,942-88.8% |