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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,885 |
Service code 10 · EIN 25-1031405 | Accounting | $7,000 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,962 | $56,540+11.4% | $185,849-66.1% | $86,821-27.5% |
| Participation rate | 82.2% | 65.5%+16.7pp | 81.7%+0.5pp | 72.3%+9.9pp |
| Annual return | 31.32% | 118.20%-86.9pp | 122.10%-90.8pp | 97.94%-66.6pp |
| Employer contribution / active EE | $1,621 | $1,844-12.1% | $5,169-68.6% | $2,406-32.6% |
| Participant deferral / active EE | $1,765 | $2,555-30.9% | $5,569-68.3% | $4,132-57.3% |
| Admin fee / account holder | $121 | $150-19.4% | $16,244-99.3% | $170-28.9% |