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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $22,942 |
CAMPBELL TAYLOR & COMPANY8+ years Service code 10 · EIN 68-0251243 | Accounting | $17,532 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,962 | $51,223+28.8% | $82,763-20.3% | $66,949-1.5% |
| Participation rate | 95.2% | 67.9%+27.3pp | 72.6%+22.6pp | 69.8%+25.4pp |
| Annual return | 42.54% | -9.85%+52.4pp | 702.45%-659.9pp | 1.57%+41.0pp |
| Employer contribution / active EE | $12,048 | $2,611+361.5% | $3,008+300.5% | $2,545+373.3% |
| Participant deferral / active EE | $0 | $3,460-100.0% | $4,395-100.0% | $4,239-100.0% |
| Admin fee / account holder | $163 | $415-60.9% | $5,325-96.9% | $594-72.6% |