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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 | $63,433-43.1% | $63,803-43.4% | $64,097-43.7% |
| Participation rate | 78.9% | 65.0%+13.8pp | 72.7%+6.2pp | 55.2%+23.7pp |
| Annual return | 12.55% | 20.74%-8.2pp | 543.72%-531.2pp | 34.64%-22.1pp |
| Employer contribution / active EE | $2,280 | $2,332-2.2% | $2,532-10.0% | $1,891+20.5% |
| Participant deferral / active EE | $2,903 | $3,119-6.9% | $3,843-24.5% | $3,080-5.8% |
| Admin fee / account holder | $107 | $1,489-92.8% | $5,196-97.9% | $3,454-96.9% |