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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,607 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,133 | $59,191+140.1% | $76,768+85.1% | $56,289+152.5% |
| Participation rate | 86.9% | 75.2%+11.7pp | 77.0%+10.0pp | 69.9%+17.1pp |
| Annual return | -8.27% | 6.62%-14.9pp | 2.43%-10.7pp | -9.96%+1.7pp |
| Employer contribution / active EE | $3,523 | $1,759+100.3% | $2,485+41.7% | $2,111+66.9% |
| Participant deferral / active EE | $8,883 | $3,255+172.9% | $3,852+130.6% | $3,350+165.2% |
| Admin fee / account holder | $43 | $489-91.1% | $6,676-99.4% | $521-91.7% |