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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 | $55,470-0.6% | $155,556-64.6% | $74,478-26.0% |
| Participation rate | 90.4% | 61.9%+28.5pp | 78.2%+12.2pp | 67.2%+23.2pp |
| Annual return | 0.00% | 269.80%-269.8pp | 64.84%-64.8pp | 1370.56%-1370.6pp |
| Employer contribution / active EE | $6,373 | $2,267+181.1% | $4,675+36.3% | $2,626+142.7% |
| Participant deferral / active EE | $4,418 | $2,838+55.7% | $5,631-21.5% | $4,350+1.6% |
| Admin fee / account holder | $344 | $1,744-80.3% | $15,885-97.8% | $1,946-82.3% |