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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $28,678 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $526,414 | $50,919+933.8% | $155,556+238.4% | $77,762+577.0% |
| Participation rate | 92.8% | 63.1%+29.7pp | 78.2%+14.6pp | 70.6%+22.2pp |
| Annual return | 16.32% | 34.84%-18.5pp | 64.84%-48.5pp | 31.27%-14.9pp |
| Employer contribution / active EE | $30,234 | $1,991+1418.1% | $4,675+546.6% | $2,728+1008.3% |
| Participant deferral / active EE | $14,435 | $2,824+411.1% | $5,631+156.3% | $4,651+210.4% |
| Admin fee / account holder | $707 | $437+61.9% | $15,885-95.5% | $433+63.4% |