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| Provider | Service type | Compensation |
|---|---|---|
THE ASCENT GROUP, LLC2 years Filed as: THE ASCENT GROUP LLC Service code 27 · EIN 86-3001816 | Advisory (Plan) | $23,654 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,650 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,459 | $101,591-61.2% | $147,096-73.2% | $74,429-47.0% |
| Participation rate | 81.8% | 75.5%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 17.69% | 8746.45%-8728.8pp | 419.75%-402.1pp | 1368.38%-1350.7pp |
| Employer contribution / active EE | $2,718 | $3,813-28.7% | $4,936-44.9% | $2,625+3.6% |
| Participant deferral / active EE | $5,472 | $7,302-25.1% | $8,071-32.2% | $4,348+25.8% |
| Admin fee / account holder | $205 | $1,750-88.3% | $13,005-98.4% | $1,944-89.4% |