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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $42,469 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,058 | $55,446-36.8% | $155,574-77.5% | $74,429-52.9% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.2pp | 67.2%+5.8pp |
| Annual return | 13.60% | 269.20%-255.6pp | 64.87%-51.3pp | 1368.38%-1354.8pp |
| Employer contribution / active EE | $2,329 | $2,266+2.8% | $4,676-50.2% | $2,625-11.3% |
| Participant deferral / active EE | $4,886 | $2,836+72.3% | $5,629-13.2% | $4,348+12.4% |
| Admin fee / account holder | $208 | $1,743-88.1% | $15,914-98.7% | $1,944-89.3% |