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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,578 |
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 | $20,760 | $102,382-79.7% | $147,005-85.9% | $80,874-74.3% |
| Participation rate | 98.9% | 75.8%+23.0pp | 82.2%+16.7pp | 67.6%+31.2pp |
| Annual return | 13.29% | 134.89%-121.6pp | 418.76%-405.5pp | 35.62%-22.3pp |
| Employer contribution / active EE | $2,827 | $3,715-23.9% | $4,934-42.7% | $2,756+2.6% |
| Participant deferral / active EE | $4,976 | $6,646-25.1% | $8,070-38.3% | $4,297+15.8% |
| Admin fee / account holder | $197 | $7,942-97.5% | $13,006-98.5% | $6,935-97.2% |