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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,095 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,008 | $55,472+74.9% | $155,567-37.6% | $74,546+30.1% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 17.24% | 268.72%-251.5pp | 64.74%-47.5pp | 1366.03%-1348.8pp |
| Employer contribution / active EE | $5,838 | $2,269+157.3% | $4,674+24.9% | $2,624+122.4% |
| Participant deferral / active EE | $5,813 | $2,838+104.9% | $5,628+3.3% | $4,347+33.7% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,916-100.0% | $1,944-99.6% |