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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,815 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,996 | $73,404+122.1% | $87,102+87.1% | $67,584+141.2% |
| Participation rate | 91.0% | 80.9%+10.1pp | 76.9%+14.1pp | 71.3%+19.7pp |
| Annual return | 23.27% | 48.29%-25.0pp | 28.19%-4.9pp | 378.59%-355.3pp |
| Employer contribution / active EE | $3,854 | $2,014+91.4% | $2,521+52.9% | $2,148+79.4% |
| Participant deferral / active EE | $9,233 | $3,913+136.0% | $4,048+128.1% | $3,540+160.8% |
| Admin fee / account holder | $35 | $142-75.0% | $7,493-99.5% | $142-75.2% |