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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,380 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,387 | $46,360-56.0% | $147,618-86.2% | $52,331-61.0% |
| Participation rate | 79.6% | 64.9%+14.7pp | 84.6%-5.0pp | 68.1%+11.5pp |
| Annual return | -0.88% | 1.62%-2.5pp | 61.98%-62.9pp | 4.54%-5.4pp |
| Employer contribution / active EE | $2,059 | $2,126-3.1% | $5,565-63.0% | $1,882+9.4% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $14 | $766-98.1% | $11,612-99.9% | $592-97.6% |