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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,519 |
Service code 10 · EIN 25-1031405 | Accounting | $14,200 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,872 | $45,343+80.6% | $150,298-45.5% | $67,986+20.4% |
| Participation rate | 80.6% | 51.9%+28.8pp | 77.8%+2.9pp | 57.2%+23.4pp |
| Annual return | 11.62% | 33.28%-21.7pp | 62.79%-51.2pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,844 | $1,462+26.1% | $4,154-55.6% | $2,019-8.7% |
| Participant deferral / active EE | $2,792 | $2,055+35.9% | $5,453-48.8% | $3,358-16.9% |
| Admin fee / account holder | $152 | $2,250-93.3% | $14,116-98.9% | $3,203-95.3% |