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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 12 · EIN 82-3719843 | Valuation (appraisals, etc.); Claims ... | $17,047 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,035 | $55,437+100.3% | $155,534-28.6% | $74,459+49.1% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 8.31% | 269.58%-261.3pp | 64.92%-56.6pp | 1369.70%-1361.4pp |
| Employer contribution / active EE | $6,114 | $2,266+169.8% | $4,675+30.8% | $2,626+132.8% |
| Participant deferral / active EE | $4,475 | $2,837+57.7% | $5,630-20.5% | $4,350+2.9% |
| Admin fee / account holder | $122 | $1,742-93.0% | $15,900-99.2% | $1,945-93.7% |