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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,109 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,508 | $46,332-47.1% | $143,797-83.0% | $64,824-62.2% |
| Participation rate | 71.7% | 64.2%+7.5pp | 80.3%-8.6pp | 71.5%+0.3pp |
| Annual return | -13.31% | -10.05%-3.3pp | -0.04%-13.3pp | 32.84%-46.2pp |
| Employer contribution / active EE | $1,070 | $1,911-44.0% | $4,952-78.4% | $2,507-57.3% |
| Participant deferral / active EE | $1,644 | $2,647-37.9% | $5,638-70.8% | $4,311-61.9% |
| Admin fee / account holder | $134 | $154-13.2% | $14,679-99.1% | $188-28.9% |