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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ACCESS RETIREMENT SERVICES Service code 15 · EIN 62-1700633 | Recordkeeping | $1,000 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,766 | $65,453-63.7% | $86,698-72.6% | $66,938-64.5% |
| Participation rate | 75.2% | 75.5%-0.2pp | 76.6%-1.4pp | 69.8%+5.4pp |
| Annual return | -17.68% | -10.89%-6.8pp | 35.95%-53.6pp | 1.58%-19.3pp |
| Employer contribution / active EE | $758 | $2,154-64.8% | $2,837-73.3% | $2,545-70.2% |
| Participant deferral / active EE | $2,296 | $4,102-44.0% | $4,656-50.7% | $4,238-45.8% |
| Admin fee / account holder | $283 | $642-55.9% | $7,493-96.2% | $594-52.4% |