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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,355 |
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 | $482,870 | $122,042+295.7% | $184,260+162.1% | $74,459+548.5% |
| Participation rate | 97.1% | 85.5%+11.6pp | 86.8%+10.3pp | 67.2%+29.9pp |
| Annual return | 14.36% | 19.91%-5.5pp | 28.84%-14.5pp | 1369.70%-1355.3pp |
| Employer contribution / active EE | $23,531 | $4,537+418.6% | $6,427+266.1% | $2,626+796.1% |
| Participant deferral / active EE | $15,972 | $7,143+123.6% | $9,133+74.9% | $4,350+267.2% |
| Admin fee / account holder | $10 | $1,252-99.2% | $13,898-99.9% | $1,945-99.5% |