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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,460 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,207 | $71,142-23.8% | $119,622-54.7% | $64,819-16.4% |
| Participation rate | 95.6% | 78.6%+16.9pp | 79.3%+16.3pp | 71.5%+24.1pp |
| Annual return | -17.33% | -10.01%-7.3pp | -14.98%-2.3pp | 32.84%-50.2pp |
| Employer contribution / active EE | $2,395 | $2,497-4.1% | $4,232-43.4% | $2,507-4.4% |
| Participant deferral / active EE | $6,465 | $4,490+44.0% | $5,601+15.4% | $4,311+50.0% |
| Admin fee / account holder | $79 | $162-51.0% | $10,328-99.2% | $188-57.7% |