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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 | $106,247-19.2% | $147,096-41.7% | $77,714+10.4% |
| Participation rate | 90.4% | 78.4%+12.0pp | 82.2%+8.2pp | 70.6%+19.8pp |
| Annual return | 16.42% | 56.87%-40.4pp | 419.75%-403.3pp | 31.26%-14.8pp |
| Employer contribution / active EE | $3,296 | $4,069-19.0% | $4,936-33.2% | $2,727+20.9% |
| Participant deferral / active EE | $10,116 | $7,996+26.5% | $8,071+25.3% | $4,649+117.6% |
| Admin fee / account holder | $192 | $338-43.3% | $13,005-98.5% | $433-55.7% |