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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,248 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,260 | $71,878+111.8% | $86,698+75.6% | $68,486+122.3% |
| Participation rate | 97.9% | 72.2%+25.7pp | 76.6%+21.3pp | 67.9%+30.0pp |
| Annual return | -17.91% | 3.53%-21.4pp | 35.95%-53.9pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,229 | $2,173+48.6% | $2,837+13.8% | $2,597+24.3% |
| Participant deferral / active EE | $6,740 | $3,779+78.4% | $4,656+44.8% | $4,028+67.4% |
| Admin fee / account holder | $85 | $6,113-98.6% | $7,493-98.9% | $5,404-98.4% |