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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $22,749 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,084 | $64,705-44.2% | $62,929-42.7% | $67,986-46.9% |
| Participation rate | 78.9% | 65.6%+13.3pp | 73.1%+5.8pp | 57.2%+21.7pp |
| Annual return | 12.55% | 20.31%-7.8pp | 1063.93%-1051.4pp | 31.67%-19.1pp |
| Employer contribution / active EE | $2,280 | $2,376-4.0% | $2,505-9.0% | $2,019+12.9% |
| Participant deferral / active EE | $2,903 | $3,198-9.2% | $3,888-25.3% | $3,358-13.6% |
| Admin fee / account holder | $107 | $1,428-92.5% | $5,065-97.9% | $3,203-96.7% |