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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,893 | $102,385-66.9% | $147,080-77.0% | $80,935-58.1% |
| Participation rate | 95.7% | 75.9%+19.8pp | 82.2%+13.5pp | 67.7%+28.0pp |
| Annual return | 18.19% | 135.09%-116.9pp | 420.17%-402.0pp | 35.66%-17.5pp |
| Employer contribution / active EE | $4,587 | $3,717+23.4% | $4,933-7.0% | $2,757+66.4% |
| Participant deferral / active EE | $8,680 | $6,651+30.5% | $8,066+7.6% | $4,299+101.9% |
| Admin fee / account holder | $16 | $7,951-99.8% | $12,989-99.9% | $6,924-99.8% |