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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,764 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,031 | $93,182-28.1% | $146,643-54.3% | $79,391-15.6% |
| Participation rate | 96.6% | 76.4%+20.1pp | 80.1%+16.5pp | 70.7%+25.8pp |
| Annual return | 13.47% | 21.61%-8.1pp | 22.75%-9.3pp | 116.88%-103.4pp |
| Employer contribution / active EE | $2,565 | $2,420+6.0% | $4,137-38.0% | $2,428+5.7% |
| Participant deferral / active EE | $6,955 | $4,169+66.8% | $5,506+26.3% | $4,046+71.9% |
| Admin fee / account holder | $82 | $585-86.0% | $10,280-99.2% | $627-87.0% |