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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,800 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,057 | $61,356+50.0% | $149,696-38.5% | $71,511+28.7% |
| Participation rate | 95.5% | 62.5%+33.0pp | 78.8%+16.7pp | 67.9%+27.6pp |
| Annual return | 15.74% | 35.86%-20.1pp | 134.46%-118.7pp | 28.86%-13.1pp |
| Employer contribution / active EE | $6,506 | $2,382+173.2% | $4,821+35.0% | $2,589+151.3% |
| Participant deferral / active EE | $6,464 | $2,920+121.4% | $5,682+13.8% | $4,291+50.7% |
| Admin fee / account holder | $14 | $1,263-98.9% | $13,212-99.9% | $1,588-99.1% |