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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,031 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,506 | $58,311+134.1% | $81,882+66.7% | $80,959+68.6% |
| Participation rate | 96.9% | 63.5%+33.4pp | 72.4%+24.5pp | 67.7%+29.3pp |
| Annual return | 13.35% | 41.85%-28.5pp | 779.47%-766.1pp | 35.67%-22.3pp |
| Employer contribution / active EE | $8,743 | $2,347+272.6% | $2,916+199.8% | $2,757+217.1% |
| Participant deferral / active EE | $4,597 | $3,287+39.8% | $4,323+6.3% | $4,300+6.9% |
| Admin fee / account holder | $105 | $4,752-97.8% | $7,360-98.6% | $6,925-98.5% |