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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,471 |
Filed as: FIDELITY INVESTMENTSINSTITUTIONAL Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $125 |
Service code 60 | Sub-TA Fees | $0 |
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 | $30,897 | $104,479-70.4% | $159,474-80.6% | $79,391-61.1% |
| Participation rate | 47.9% | 76.6%-28.8pp | 82.8%-35.0pp | 70.7%-22.9pp |
| Annual return | 15.56% | 67.98%-52.4pp | 263.68%-248.1pp | 116.88%-101.3pp |
| Employer contribution / active EE | $1,125 | $3,417-67.1% | $4,831-76.7% | $2,428-53.7% |
| Participant deferral / active EE | $3,369 | $6,468-47.9% | $7,353-54.2% | $4,046-16.7% |
| Admin fee / account holder | $17 | $711-97.6% | $10,802-99.8% | $627-97.2% |