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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $15,085 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,921 | $185,342+7.9% | $111,319+79.6% | $86,828+130.2% |
| Participation rate | 90.1% | 81.0%+9.1pp | 77.3%+12.7pp | 72.3%+17.8pp |
| Annual return | 15.99% | 500.80%-484.8pp | 54.68%-38.7pp | 97.95%-82.0pp |
| Employer contribution / active EE | $3,930 | $2,246+75.0% | $2,732+43.9% | $2,406+63.3% |
| Participant deferral / active EE | $8,936 | $4,458+100.4% | $4,488+99.1% | $4,132+116.3% |
| Admin fee / account holder | $36 | $255-86.1% | $7,966-99.6% | $170-79.0% |