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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 84-1245938 | Advisory (Plan) | $11,473 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $270 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,057 | $53,901-16.4% | $134,155-66.4% | $73,493-38.7% |
| Participation rate | 36.5% | 62.8%-26.3pp | 72.2%-35.7pp | 70.7%-34.2pp |
| Annual return | 20.03% | 15.82%+4.2pp | 36.34%-16.3pp | 28.51%-8.5pp |
| Employer contribution / active EE | $0 | $1,458-100.0% | $3,705-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,003 | $2,739-26.9% | $3,500-42.8% | $3,740-46.4% |
| Admin fee / account holder | $230 | $581-60.3% | $6,685-96.6% | $513-55.1% |