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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $36,357 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,213 | $72,303+103.6% | $86,717+69.8% | $64,829+127.1% |
| Participation rate | 89.1% | 80.4%+8.7pp | 76.6%+12.5pp | 71.5%+17.6pp |
| Annual return | -16.48% | 392.77%-409.2pp | 35.97%-52.5pp | 32.85%-49.3pp |
| Employer contribution / active EE | $3,981 | $2,393+66.4% | $2,837+40.3% | $2,507+58.8% |
| Participant deferral / active EE | $8,472 | $4,660+81.8% | $4,657+81.9% | $4,312+96.5% |
| Admin fee / account holder | $80 | $174-54.3% | $7,494-98.9% | $188-57.6% |