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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $39,377 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,261 | $89,123+84.3% | $102,460+60.3% | $77,762+111.2% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 17.09% | 25.05%-8.0pp | 29.47%-12.4pp | 31.27%-14.2pp |
| Employer contribution / active EE | $5,592 | $2,700+107.1% | $3,025+84.8% | $2,728+105.0% |
| Participant deferral / active EE | $8,207 | $5,148+59.4% | $5,056+62.3% | $4,651+76.5% |
| Admin fee / account holder | $72 | $236-69.5% | $9,460-99.2% | $433-83.4% |