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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $24,063 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,026 | $73,404-48.2% | $87,102-56.3% | $67,584-43.7% |
| Participation rate | 85.7% | 80.9%+4.8pp | 76.9%+8.8pp | 71.3%+14.4pp |
| Annual return | 20.28% | 48.29%-28.0pp | 28.19%-7.9pp | 378.59%-358.3pp |
| Employer contribution / active EE | $1,715 | $2,014-14.8% | $2,521-32.0% | $2,148-20.1% |
| Participant deferral / active EE | $3,474 | $3,913-11.2% | $4,048-14.2% | $3,540-1.9% |
| Admin fee / account holder | $33 | $142-76.7% | $7,493-99.6% | $142-76.8% |