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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 | $102,393-56.1% | $147,041-69.4% | $80,911-44.4% |
| Participation rate | 80.9% | 75.9%+5.0pp | 82.2%-1.3pp | 67.6%+13.2pp |
| Annual return | 25.63% | 134.95%-109.3pp | 419.21%-393.6pp | 35.63%-10.0pp |
| Employer contribution / active EE | $3,492 | $3,715-6.0% | $4,935-29.2% | $2,756+26.7% |
| Participant deferral / active EE | $8,404 | $6,647+26.4% | $8,071+4.1% | $4,297+95.6% |
| Admin fee / account holder | $32 | $7,943-99.6% | $13,006-99.8% | $6,935-99.5% |