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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $39,252 |
FIDUCIENT ADVISORS LLC3 years Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $34,778 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,814 | $106,264-19.2% | $147,117-41.7% | $77,762+10.4% |
| Participation rate | 90.4% | 78.4%+12.0pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 16.42% | 56.94%-40.5pp | 420.54%-404.1pp | 31.27%-14.9pp |
| Employer contribution / active EE | $3,296 | $4,074-19.1% | $4,932-33.2% | $2,728+20.8% |
| Participant deferral / active EE | $10,116 | $8,003+26.4% | $8,065+25.4% | $4,651+117.5% |
| Admin fee / account holder | $192 | $334-42.6% | $12,993-98.5% | $433-55.7% |