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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $555 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,024 | $84,499+20.7% | $125,391-18.6% | $66,949+52.4% |
| Participation rate | 90.4% | 76.4%+13.9pp | 82.4%+8.0pp | 69.8%+20.5pp |
| Annual return | -12.27% | -8.49%-3.8pp | 572.41%-584.7pp | 1.57%-13.8pp |
| Employer contribution / active EE | $7,693 | $3,554+116.5% | $4,816+59.7% | $2,545+202.2% |
| Participant deferral / active EE | $9,144 | $6,785+34.8% | $7,448+22.8% | $4,239+115.7% |
| Admin fee / account holder | $3 | $685-99.5% | $10,009-100.0% | $594-99.4% |