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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS, LLC Service code 15 · EIN 11-3665754 | Recordkeeping | $9,995 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,100 | $122,042-40.9% | $184,260-60.9% | $74,459-3.2% |
| Participation rate | 98.4% | 85.5%+12.9pp | 86.8%+11.6pp | 67.2%+31.2pp |
| Annual return | 19.43% | 19.91%-0.5pp | 28.84%-9.4pp | 1369.70%-1350.3pp |
| Employer contribution / active EE | $3,529 | $4,537-22.2% | $6,427-45.1% | $2,626+34.4% |
| Participant deferral / active EE | $12,154 | $7,143+70.2% | $9,133+33.1% | $4,350+179.4% |
| Admin fee / account holder | $59 | $1,252-95.3% | $13,898-99.6% | $1,945-97.0% |