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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 | $43,496+88.2% | $161,489-49.3% | $64,340+27.3% |
| Participation rate | 80.6% | 53.5%+27.1pp | 78.7%+1.9pp | 55.2%+25.4pp |
| Annual return | 11.62% | 20.76%-9.1pp | 89.72%-78.1pp | 24.14%-12.5pp |
| Employer contribution / active EE | $1,844 | $1,431+28.9% | $4,268-56.8% | $1,862-1.0% |
| Participant deferral / active EE | $2,792 | $1,996+39.9% | $5,630-50.4% | $2,980-6.3% |
| Admin fee / account holder | $152 | $2,330-93.5% | $16,006-99.1% | $3,703-95.9% |