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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,241 |
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 | $13,957 | $58,312-76.1% | $86,656-83.9% | $71,529-80.5% |
| Participation rate | 71.3% | 65.0%+6.3pp | 71.7%-0.4pp | 67.9%+3.4pp |
| Annual return | 18.35% | 24.08%-5.7pp | 593.09%-574.7pp | 28.97%-10.6pp |
| Employer contribution / active EE | $1,070 | $2,576-58.5% | $3,025-64.6% | $2,590-58.7% |
| Participant deferral / active EE | $1,006 | $3,439-70.7% | $4,439-77.3% | $4,291-76.6% |
| Admin fee / account holder | $122 | $1,057-88.4% | $5,619-97.8% | $1,588-92.3% |