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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $90,135 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,331 | $89,123-51.4% | $102,460-57.7% | $77,762-44.3% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 13.19% | 25.05%-11.9pp | 29.47%-16.3pp | 31.27%-18.1pp |
| Employer contribution / active EE | $3,143 | $2,700+16.4% | $3,025+3.9% | $2,728+15.2% |
| Participant deferral / active EE | $5,339 | $5,148+3.7% | $5,056+5.6% | $4,651+14.8% |
| Admin fee / account holder | $95 | $236-59.9% | $9,460-99.0% | $433-78.1% |