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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,035 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,491 | $57,330-1.5% | $86,656-34.8% | $75,177-24.9% |
| Participation rate | 93.2% | 63.2%+30.0pp | 71.7%+21.5pp | 67.2%+26.0pp |
| Annual return | 65.54% | 2675.40%-2609.9pp | 593.09%-527.5pp | 160.75%-95.2pp |
| Employer contribution / active EE | $7,758 | $2,316+234.9% | $3,025+156.4% | $2,671+190.4% |
| Participant deferral / active EE | $4,411 | $3,320+32.9% | $4,439-0.6% | $4,126+6.9% |
| Admin fee / account holder | $16 | $4,115-99.6% | $5,619-99.7% | $5,651-99.7% |