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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $56,008 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $8,932 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,816 | $26,906-59.8% | $61,501-82.4% | $77,906-86.1% |
| Participation rate | 94.4% | 33.4%+61.0pp | 52.6%+41.9pp | 73.7%+20.7pp |
| Annual return | -15.39% | -14.46%-0.9pp | 339.04%-354.4pp | 12.16%-27.5pp |
| Employer contribution / active EE | $1,631 | $521+213.2% | $1,160+40.7% | $2,846-42.7% |
| Participant deferral / active EE | $2,462 | $1,180+108.6% | $2,125+15.9% | $4,805-48.8% |
| Admin fee / account holder | $49 | $117-58.0% | $2,132-97.7% | $133-62.9% |