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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 | $65,084-44.6% | $67,681-46.7% | $64,340-43.9% |
| Participation rate | 78.9% | 66.7%+12.1pp | 73.7%+5.1pp | 55.2%+23.6pp |
| Annual return | 12.55% | 20.50%-7.9pp | 590.58%-578.0pp | 24.14%-11.6pp |
| Employer contribution / active EE | $2,280 | $2,398-4.9% | $2,678-14.9% | $1,862+22.5% |
| Participant deferral / active EE | $2,903 | $3,210-9.6% | $3,976-27.0% | $2,980-2.6% |
| Admin fee / account holder | $107 | $1,415-92.5% | $6,100-98.2% | $3,703-97.1% |