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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $40,681 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,914 | $185,342-79.5% | $111,319-65.9% | $86,828-56.3% |
| Participation rate | 92.1% | 81.0%+11.2pp | 77.3%+14.8pp | 72.3%+19.8pp |
| Annual return | 15.44% | 500.80%-485.4pp | 54.68%-39.2pp | 97.95%-82.5pp |
| Employer contribution / active EE | $1,922 | $2,246-14.4% | $2,732-29.6% | $2,406-20.1% |
| Participant deferral / active EE | $3,740 | $4,458-16.1% | $4,488-16.7% | $4,132-9.5% |
| Admin fee / account holder | $45 | $255-82.4% | $7,966-99.4% | $170-73.5% |