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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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,872 | $46,688+75.4% | $189,758-56.9% | $69,733+17.4% |
| Participation rate | 80.6% | 61.7%+18.9pp | 79.8%+0.8pp | 62.5%+18.2pp |
| Annual return | 11.62% | 14.35%-2.7pp | 52.62%-41.0pp | 15.22%-3.6pp |
| Employer contribution / active EE | $1,844 | $1,695+8.8% | $4,767-61.3% | $2,250-18.1% |
| Participant deferral / active EE | $2,792 | $2,143+30.3% | $5,856-52.3% | $3,054-8.6% |
| Admin fee / account holder | $152 | $1,700-91.1% | $20,388-99.3% | $3,102-95.1% |