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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 16 · EIN 11-3665754 | Consulting | $46,970 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,583 | $79,209+20.7% | $102,434-6.7% | $74,459+28.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 76.5%+23.5pp | 67.2%+32.8pp |
| Annual return | 12.39% | 54.98%-42.6pp | 29.46%-17.1pp | 1369.70%-1357.3pp |
| Employer contribution / active EE | $3,406 | $2,362+44.2% | $3,023+12.7% | $2,626+29.7% |
| Participant deferral / active EE | $5,679 | $4,417+28.6% | $5,055+12.3% | $4,350+30.6% |
| Admin fee / account holder | $290 | $2,002-85.5% | $9,462-96.9% | $1,945-85.1% |