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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $13,443 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,261 | $102,385+4.8% | $147,080-27.1% | $80,935+32.5% |
| Participation rate | 96.8% | 75.9%+21.0pp | 82.2%+14.7pp | 67.7%+29.2pp |
| Annual return | 15.96% | 135.09%-119.1pp | 420.17%-404.2pp | 35.66%-19.7pp |
| Employer contribution / active EE | $933 | $3,717-74.9% | $4,933-81.1% | $2,757-66.1% |
| Participant deferral / active EE | $5,371 | $6,651-19.2% | $8,066-33.4% | $4,299+24.9% |
| Admin fee / account holder | $130 | $7,951-98.4% | $12,989-99.0% | $6,924-98.1% |