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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,322 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,289 | $72,607-25.2% | $90,749-40.2% | $66,914-18.9% |
| Participation rate | 98.2% | 73.7%+24.5pp | 75.7%+22.5pp | 69.8%+28.4pp |
| Annual return | -21.51% | -12.28%-9.2pp | -12.16%-9.3pp | 1.58%-23.1pp |
| Employer contribution / active EE | $2,481 | $2,369+4.8% | $2,921-15.0% | $2,544-2.5% |
| Participant deferral / active EE | $4,414 | $3,977+11.0% | $4,564-3.3% | $4,237+4.2% |
| Admin fee / account holder | $119 | $707-83.2% | $8,445-98.6% | $593-80.0% |