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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 | $89,067+84.4% | $102,423+60.4% | $77,714+111.4% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 17.09% | 25.01%-7.9pp | 29.42%-12.3pp | 31.26%-14.2pp |
| Employer contribution / active EE | $5,592 | $2,699+107.1% | $3,023+85.0% | $2,727+105.1% |
| Participant deferral / active EE | $8,207 | $5,147+59.5% | $5,054+62.4% | $4,649+76.5% |
| Admin fee / account holder | $72 | $236-69.5% | $9,455-99.2% | $433-83.4% |