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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $29,888 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,403 | $54,690+147.6% | $76,030+78.1% | $74,478+81.8% |
| Participation rate | 95.9% | 60.3%+35.6pp | 69.1%+26.8pp | 67.2%+28.7pp |
| Annual return | 16.24% | 31.92%-15.7pp | 361.54%-345.3pp | 1370.56%-1354.3pp |
| Employer contribution / active EE | $6,245 | $1,781+250.6% | $2,688+132.4% | $2,626+137.8% |
| Participant deferral / active EE | $8,984 | $3,070+192.6% | $4,257+111.0% | $4,350+106.5% |
| Admin fee / account holder | $121 | $2,240-94.6% | $6,421-98.1% | $1,946-93.8% |