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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,825 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,223 | $29,736-69.0% | $56,033-83.5% | $80,935-88.6% |
| Participation rate | 90.5% | 41.7%+48.8pp | 52.5%+38.0pp | 67.7%+22.9pp |
| Annual return | 15.08% | 35.28%-20.2pp | 1711.38%-1696.3pp | 35.66%-20.6pp |
| Employer contribution / active EE | $778 | $671+15.9% | $1,041-25.3% | $2,757-71.8% |
| Participant deferral / active EE | $1,324 | $1,228+7.8% | $1,954-32.3% | $4,299-69.2% |
| Admin fee / account holder | $79 | $2,434-96.7% | $2,827-97.2% | $6,924-98.9% |