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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,105 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,834 | $79,519-48.6% | $95,968-57.5% | $73,415-44.4% |
| Participation rate | 84.1% | 81.2%+3.0pp | 77.1%+7.1pp | 72.2%+12.0pp |
| Annual return | 12.57% | 19.20%-6.6pp | 91.65%-79.1pp | 59.30%-46.7pp |
| Employer contribution / active EE | $1,519 | $2,048-25.8% | $2,542-40.2% | $2,234-32.0% |
| Participant deferral / active EE | $3,215 | $4,138-22.3% | $4,167-22.8% | $3,806-15.5% |
| Admin fee / account holder | $33 | $184-82.3% | $6,798-99.5% | $158-79.3% |