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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 | $55,446+75.0% | $155,574-37.6% | $74,429+30.3% |
| Participation rate | 97.5% | 61.9%+35.6pp | 78.2%+19.3pp | 67.2%+30.3pp |
| Annual return | 17.24% | 269.20%-252.0pp | 64.87%-47.6pp | 1368.38%-1351.1pp |
| Employer contribution / active EE | $5,838 | $2,266+157.6% | $4,676+24.8% | $2,625+122.4% |
| Participant deferral / active EE | $5,813 | $2,836+105.0% | $5,629+3.3% | $4,348+33.7% |
| Admin fee / account holder | $7 | $1,743-99.6% | $15,914-100.0% | $1,944-99.6% |