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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $40,311 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,786 | $56,767-28.2% | $101,794-59.9% | $85,563-52.3% |
| Participation rate | 84.7% | 57.6%+27.1pp | 69.2%+15.5pp | 66.0%+18.7pp |
| Annual return | 11.45% | 17.76%-6.3pp | 30.53%-19.1pp | 31.51%-20.1pp |
| Employer contribution / active EE | $1,213 | $1,112+9.1% | $2,289-47.0% | $2,654-54.3% |
| Participant deferral / active EE | $4,027 | $2,720+48.0% | $4,084-1.4% | $4,375-8.0% |
| Admin fee / account holder | $94 | $1,098-91.4% | $8,777-98.9% | $834-88.7% |