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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,890 |
Employer contribution per participant 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 | $157,918 | $101,317+55.9% | $146,958+7.5% | $74,495+112.0% |
| Participation rate | 75.1% | 75.5%-0.4pp | 82.2%-7.0pp | 67.2%+7.9pp |
| Annual return | 15.29% | 8730.91%-8715.6pp | 418.34%-403.0pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $736 | $3,810-80.7% | $4,933-85.1% | $2,623-71.9% |
| Participant deferral / active EE | $9,905 | $7,303+35.6% | $8,070+22.7% | $4,346+127.9% |
| Admin fee / account holder | $96 | $1,739-94.5% | $12,998-99.3% | $1,942-95.1% |