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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $76,576 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,988 | $99,212-61.7% | $96,564-60.7% | $74,478-49.0% |
| Participation rate | 92.4% | 80.7%+11.7pp | 76.0%+16.4pp | 70.7%+21.7pp |
| Annual return | 16.74% | 22.40%-5.7pp | 25.89%-9.2pp | 34.37%-17.6pp |
| Employer contribution / active EE | $2,314 | $2,569-9.9% | $2,967-22.0% | $2,637-12.2% |
| Participant deferral / active EE | $4,207 | $4,938-14.8% | $4,852-13.3% | $4,530-7.1% |
| Admin fee / account holder | $80 | $225-64.6% | $8,256-99.0% | $347-77.1% |