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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: WEALTH MANAGEMENT Service code 26 125 S 4TH STREET · NORFOLK, NE 68701 | Advisory (Participants) | $8,356 |
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 | $36,413 | $71,872-49.3% | $86,691-58.0% | $68,495-46.8% |
| Participation rate | 60.2% | 72.2%-12.0pp | 76.6%-16.4pp | 67.9%-7.7pp |
| Annual return | -12.21% | 3.53%-15.7pp | 35.94%-48.2pp | -7.84%-4.4pp |
| Employer contribution / active EE | $604 | $2,173-72.2% | $2,837-78.7% | $2,596-76.7% |
| Participant deferral / active EE | $2,596 | $3,779-31.3% | $4,656-44.2% | $4,028-35.5% |
| Admin fee / account holder | $186 | $6,112-97.0% | $7,492-97.5% | $5,403-96.6% |