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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $32,724 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,040 | $101,591-62.6% | $147,096-74.1% | $74,429-48.9% |
| Participation rate | 71.4% | 75.5%-4.1pp | 82.2%-10.8pp | 67.2%+4.2pp |
| Annual return | 23.25% | 8746.45%-8723.2pp | 419.75%-396.5pp | 1368.38%-1345.1pp |
| Employer contribution / active EE | $2,909 | $3,813-23.7% | $4,936-41.1% | $2,625+10.8% |
| Participant deferral / active EE | $6,710 | $7,302-8.1% | $8,071-16.9% | $4,348+54.3% |
| Admin fee / account holder | $148 | $1,750-91.5% | $13,005-98.9% | $1,944-92.4% |