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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $54,031 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $31,570 |
FIDUCIENT ADVISORS LLC1 year Service code 27 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Plan) | $12,980 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,972 | $82,188-30.7% | $125,391-54.6% | $64,824-12.1% |
| Participation rate | 90.2% | 77.9%+12.3pp | 82.4%+7.8pp | 71.5%+18.7pp |
| Annual return | -17.57% | 3.50%-21.1pp | 572.41%-590.0pp | 32.84%-50.4pp |
| Employer contribution / active EE | $3,333 | $3,617-7.9% | $4,816-30.8% | $2,507+32.9% |
| Participant deferral / active EE | $10,167 | $7,177+41.7% | $7,448+36.5% | $4,311+135.8% |
| Admin fee / account holder | $263 | $163+61.2% | $10,009-97.4% | $188+40.1% |