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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,055 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,191 | $65,092-64.4% | $143,799-83.9% | $66,938-65.4% |
| Participation rate | 81.5% | 65.2%+16.3pp | 80.3%+1.2pp | 69.8%+11.7pp |
| Annual return | -15.87% | -11.14%-4.7pp | -0.04%-15.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $1,358 | $2,362-42.5% | $4,952-72.6% | $2,545-46.6% |
| Participant deferral / active EE | $2,457 | $2,920-15.9% | $5,638-56.4% | $4,238-42.0% |
| Admin fee / account holder | $31 | $502-93.9% | $14,677-99.8% | $594-94.8% |