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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,657 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,240 | $78,419-30.8% | $133,978-59.5% | $73,412-26.1% |
| Participation rate | 97.2% | 78.6%+18.6pp | 79.8%+17.4pp | 72.2%+25.0pp |
| Annual return | 20.48% | 33.35%-12.9pp | 45.10%-24.6pp | 59.30%-38.8pp |
| Employer contribution / active EE | $2,243 | $2,044+9.8% | $3,919-42.8% | $2,234+0.4% |
| Participant deferral / active EE | $5,804 | $3,925+47.9% | $5,047+15.0% | $3,806+52.5% |
| Admin fee / account holder | $95 | $161-41.3% | $8,930-98.9% | $158-40.0% |