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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 | $55,437-36.8% | $155,534-77.5% | $74,459-52.9% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.2pp | 67.2%+5.8pp |
| Annual return | 13.60% | 269.58%-256.0pp | 64.92%-51.3pp | 1369.70%-1356.1pp |
| Employer contribution / active EE | $2,329 | $2,266+2.8% | $4,675-50.2% | $2,626-11.3% |
| Participant deferral / active EE | $4,886 | $2,837+72.2% | $5,630-13.2% | $4,350+12.3% |
| Admin fee / account holder | $208 | $1,742-88.1% | $15,900-98.7% | $1,945-89.3% |