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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,737 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,996 | $102,385-56.1% | $147,080-69.4% | $80,935-44.4% |
| Participation rate | 80.9% | 75.9%+5.0pp | 82.2%-1.3pp | 67.7%+13.2pp |
| Annual return | 25.63% | 135.09%-109.5pp | 420.17%-394.5pp | 35.66%-10.0pp |
| Employer contribution / active EE | $3,492 | $3,717-6.0% | $4,933-29.2% | $2,757+26.7% |
| Participant deferral / active EE | $8,404 | $6,651+26.4% | $8,066+4.2% | $4,299+95.5% |
| Admin fee / account holder | $32 | $7,951-99.6% | $12,989-99.8% | $6,924-99.5% |