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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,186 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,394 | $51,207+152.7% | $70,565+83.4% | $71,529+80.9% |
| Participation rate | 95.7% | 59.4%+36.3pp | 68.4%+27.3pp | 67.9%+27.7pp |
| Annual return | 16.37% | 42.71%-26.3pp | 32.79%-16.4pp | 28.97%-12.6pp |
| Employer contribution / active EE | $6,242 | $1,795+247.8% | $2,976+109.8% | $2,590+141.0% |
| Participant deferral / active EE | $8,980 | $3,033+196.1% | $4,568+96.6% | $4,291+109.2% |
| Admin fee / account holder | $117 | $2,002-94.2% | $6,430-98.2% | $1,588-92.7% |