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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $50,047 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,787 | $99,212+53.0% | $96,564+57.2% | $74,478+103.8% |
| Participation rate | 95.4% | 80.7%+14.8pp | 76.0%+19.4pp | 70.7%+24.7pp |
| Annual return | 18.37% | 22.40%-4.0pp | 25.89%-7.5pp | 34.37%-16.0pp |
| Employer contribution / active EE | $5,524 | $2,569+115.0% | $2,967+86.2% | $2,637+109.5% |
| Participant deferral / active EE | $8,171 | $4,938+65.5% | $4,852+68.4% | $4,530+80.4% |
| Admin fee / account holder | $99 | $225-56.2% | $8,256-98.8% | $347-71.6% |