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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $25,881 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,827 | $91,680-67.5% | $67,524-55.8% | $77,692-61.6% |
| Participation rate | 73.7% | 76.0%-2.3pp | 72.9%+0.8pp | 70.6%+3.1pp |
| Annual return | 19.50% | 14.87%+4.6pp | 3519.41%-3499.9pp | 31.25%-11.8pp |
| Employer contribution / active EE | $3,046 | $3,186-4.4% | $2,734+11.4% | $2,726+11.7% |
| Participant deferral / active EE | $2,319 | $3,909-40.7% | $4,001-42.0% | $4,648-50.1% |
| Admin fee / account holder | $127 | $176-28.0% | $4,001-96.8% | $431-70.5% |