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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 21 · EIN 11-3665754 | Bank Trustee | $13,395 |
EXPERTPLAN, INC.1+ years Service code 21 · EIN 52-2269494 | Bank Trustee | $2,927 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,514 | $39,458-50.5% | $60,547-67.8% | $55,191-64.6% |
| Participation rate | 49.4% | 59.6%-10.2pp | 68.0%-18.6pp | 69.2%-19.8pp |
| Annual return | -0.81% | 3.35%-4.2pp | 335.64%-336.5pp | 10.78%-11.6pp |
| Employer contribution / active EE | $659 | $1,210-45.6% | $2,419-72.8% | $1,899-65.3% |
| Participant deferral / active EE | $1,526 | $2,140-28.7% | $3,328-54.2% | $3,046-49.9% |
| Admin fee / account holder | $74 | $95-22.2% | $4,536-98.4% | $91-18.5% |