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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,491 |
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $348,302 | $102,661+239.3% | $151,645+129.7% | $66,949+420.3% |
| Participation rate | 93.2% | 85.5%+7.6pp | 87.5%+5.7pp | 69.8%+23.3pp |
| Annual return | -14.05% | -10.81%-3.2pp | 3.34%-17.4pp | 1.57%-15.6pp |
| Employer contribution / active EE | $20,760 | $4,184+396.2% | $6,165+236.7% | $2,545+715.6% |
| Participant deferral / active EE | $12,414 | $6,645+86.8% | $8,363+48.4% | $4,239+192.8% |
| Admin fee / account holder | $21 | $630-96.6% | $11,614-99.8% | $594-96.4% |