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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 | $101,653-61.2% | $147,080-73.2% | $74,459-47.0% |
| Participation rate | 81.8% | 75.6%+6.3pp | 82.2%-0.4pp | 67.2%+14.6pp |
| Annual return | 17.69% | 8754.98%-8737.3pp | 420.17%-402.5pp | 1369.70%-1352.0pp |
| Employer contribution / active EE | $2,718 | $3,813-28.7% | $4,933-44.9% | $2,626+3.5% |
| Participant deferral / active EE | $5,472 | $7,304-25.1% | $8,066-32.2% | $4,350+25.8% |
| Admin fee / account holder | $205 | $1,752-88.3% | $12,989-98.4% | $1,945-89.4% |