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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,200 | $104,479+19.8% | $159,474-21.5% | $79,391+57.7% |
| Participation rate | 91.7% | 76.6%+15.1pp | 82.8%+8.9pp | 70.7%+21.0pp |
| Annual return | 32.02% | 67.98%-36.0pp | 263.68%-231.7pp | 116.88%-84.9pp |
| Employer contribution / active EE | $5,939 | $3,417+73.8% | $4,831+22.9% | $2,428+144.6% |
| Participant deferral / active EE | $7,032 | $6,468+8.7% | $7,353-4.4% | $4,046+73.8% |
| Admin fee / account holder | $1 | $711-99.9% | $10,802-100.0% | $627-99.9% |