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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 13 · EIN 82-3719843 | Contract Administrator | $9,382 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $443,124 | $122,239+262.5% | $184,203+140.6% | $74,495+494.8% |
| Participation rate | 95.7% | 85.5%+10.2pp | 86.8%+8.9pp | 67.2%+28.5pp |
| Annual return | 11.60% | 19.95%-8.3pp | 28.81%-17.2pp | 1364.94%-1353.3pp |
| Employer contribution / active EE | $28,124 | $4,537+519.8% | $6,427+337.6% | $2,623+972.2% |
| Participant deferral / active EE | $20,795 | $7,139+191.3% | $9,131+127.7% | $4,346+378.5% |
| Admin fee / account holder | $67 | $1,260-94.7% | $13,901-99.5% | $1,942-96.5% |