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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,690 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,960 | $61,356-54.4% | $149,696-81.3% | $71,511-60.9% |
| Participation rate | 84.6% | 62.5%+22.0pp | 78.8%+5.8pp | 67.9%+16.6pp |
| Annual return | 16.67% | 35.86%-19.2pp | 134.46%-117.8pp | 28.86%-12.2pp |
| Employer contribution / active EE | $1,570 | $2,382-34.1% | $4,821-67.4% | $2,589-39.4% |
| Participant deferral / active EE | $2,770 | $2,920-5.1% | $5,682-51.3% | $4,291-35.4% |
| Admin fee / account holder | $21 | $1,263-98.3% | $13,212-99.8% | $1,588-98.7% |