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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 | $67,594-46.6% | $77,361-53.4% | $69,733-48.3% |
| Participation rate | 78.9% | 71.7%+7.2pp | 75.0%+3.9pp | 62.5%+16.4pp |
| Annual return | 12.55% | 19.20%-6.7pp | 1011.54%-999.0pp | 15.22%-2.7pp |
| Employer contribution / active EE | $2,280 | $2,649-13.9% | $2,990-23.7% | $2,250+1.3% |
| Participant deferral / active EE | $2,903 | $3,401-14.7% | $3,911-25.8% | $3,054-5.0% |
| Admin fee / account holder | $107 | $1,159-90.8% | $5,894-98.2% | $3,102-96.6% |