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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 | $52,038 | $60,261-13.6% | $81,783-36.4% | $74,546-30.2% |
| Participation rate | 94.1% | 62.9%+31.3pp | 72.4%+21.8pp | 67.2%+26.9pp |
| Annual return | 13.35% | 16.88%-3.5pp | 775.05%-761.7pp | 1366.03%-1352.7pp |
| Employer contribution / active EE | $5,572 | $2,622+112.5% | $2,913+91.3% | $2,624+112.3% |
| Participant deferral / active EE | $2,929 | $3,388-13.5% | $4,320-32.2% | $4,347-32.6% |
| Admin fee / account holder | $40 | $1,482-97.3% | $7,380-99.5% | $1,944-97.9% |