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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,049 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,096 | $55,446-43.9% | $155,574-80.0% | $74,429-58.2% |
| Participation rate | 87.2% | 61.9%+25.3pp | 78.2%+9.0pp | 67.2%+20.0pp |
| Annual return | 12.52% | 269.20%-256.7pp | 64.87%-52.3pp | 1368.38%-1355.9pp |
| Employer contribution / active EE | $1,714 | $2,266-24.4% | $4,676-63.3% | $2,625-34.7% |
| Participant deferral / active EE | $3,027 | $2,836+6.8% | $5,629-46.2% | $4,348-30.4% |
| Admin fee / account holder | $34 | $1,743-98.0% | $15,914-99.8% | $1,944-98.2% |