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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,436 | $89,465-15.7% | $164,866-54.2% | $77,671-2.9% |
| Participation rate | 98.7% | 78.6%+20.1pp | 78.6%+20.1pp | 70.6%+28.1pp |
| Annual return | 14.86% | 28.81%-13.9pp | 69.97%-55.1pp | 31.21%-16.3pp |
| Employer contribution / active EE | $2,949 | $2,568+14.9% | $4,343-32.1% | $2,726+8.2% |
| Participant deferral / active EE | $8,139 | $4,897+66.2% | $6,033+34.9% | $4,648+75.1% |
| Admin fee / account holder | $86 | $340-74.5% | $12,689-99.3% | $430-79.9% |