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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $17,625 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,593 | $55,902-88.2% | $76,030-91.3% | $80,959-91.9% |
| Participation rate | 90.5% | 62.1%+28.4pp | 69.1%+21.4pp | 67.7%+22.8pp |
| Annual return | 11.94% | 20.59%-8.7pp | 361.54%-349.6pp | 35.67%-23.7pp |
| Employer contribution / active EE | $3,500 | $1,867+87.5% | $2,688+30.2% | $2,757+26.9% |
| Participant deferral / active EE | $1,203 | $3,051-60.6% | $4,257-71.7% | $4,300-72.0% |
| Admin fee / account holder | $128 | $5,239-97.6% | $6,421-98.0% | $6,925-98.1% |