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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $33,129 |
Service code 10 · EIN 25-1031405 | Accounting | $13,700 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,581 | $50,860+52.5% | $155,574-50.1% | $77,714-0.2% |
| Participation rate | 79.8% | 63.1%+16.7pp | 78.2%+1.6pp | 70.6%+9.3pp |
| Annual return | 13.77% | 34.86%-21.1pp | 64.87%-51.1pp | 31.26%-17.5pp |
| Employer contribution / active EE | $1,855 | $1,991-6.8% | $4,676-60.3% | $2,727-32.0% |
| Participant deferral / active EE | $2,314 | $2,825-18.1% | $5,629-58.9% | $4,649-50.2% |
| Admin fee / account holder | $153 | $436-65.1% | $15,914-99.0% | $433-64.8% |