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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $4,788 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 | Recordkeeping | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $25,799 | $73,638-65.0% | $95,964-73.1% | $73,497-64.9% |
| Participation rate | 72.4% | 76.2%-3.8pp | 77.1%-4.7pp | 70.7%+1.7pp |
| Annual return | 19.28% | 16.78%+2.5pp | 91.64%-72.4pp | 28.51%-9.2pp |
| Employer contribution / active EE | $681 | $1,863-63.4% | $2,541-73.2% | $2,270-70.0% |
| Participant deferral / active EE | $2,103 | $3,617-41.9% | $4,167-49.5% | $3,740-43.8% |
| Admin fee / account holder | $281 | $482-41.6% | $6,797-95.9% | $513-45.1% |