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| Provider | Service type | Compensation |
|---|---|---|
ASCENSION CAPITAL ADVISORS INC1+ years Filed as: ASCENSION CAPITAL ADVISORS Service code 15 | Recordkeeping | $13,554 |
THE VANGUARD GROUP, INC.1+ years Service code 15 | Recordkeeping | $9,336 |
CREATIVE PLANNING LLC1+ years Filed as: CREATIVE PLANNING Service code 15 | Recordkeeping | $5,953 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,124 | $55,472-0.6% | $155,567-64.6% | $74,546-26.1% |
| Participation rate | 90.4% | 61.9%+28.5pp | 78.2%+12.2pp | 67.2%+23.2pp |
| Annual return | 0.00% | 268.72%-268.7pp | 64.74%-64.7pp | 1366.03%-1366.0pp |
| Employer contribution / active EE | $6,373 | $2,269+180.9% | $4,674+36.3% | $2,624+142.8% |
| Participant deferral / active EE | $4,418 | $2,838+55.7% | $5,628-21.5% | $4,347+1.6% |
| Admin fee / account holder | $344 | $1,743-80.3% | $15,916-97.8% | $1,944-82.3% |