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| Provider | Service type | Compensation |
|---|---|---|
Service code 34 | Valuation (appraisals, etc.) | $13,000 |
ASCENSUS LLC1 year Service code 15 · EIN 82-3719843 | Recordkeeping | $12,274 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,640 | $58,292+122.4% | $86,640+49.6% | $71,511+81.3% |
| Participation rate | 94.9% | 65.0%+29.9pp | 71.7%+23.2pp | 67.9%+27.0pp |
| Annual return | 51.97% | 21.63%+30.3pp | 592.52%-540.6pp | 28.86%+23.1pp |
| Employer contribution / active EE | $15,341 | $2,574+496.0% | $3,024+407.3% | $2,589+492.5% |
| Participant deferral / active EE | $0 | $3,438-100.0% | $4,438-100.0% | $4,291-100.0% |
| Admin fee / account holder | $128 | $1,057-87.9% | $5,616-97.7% | $1,588-92.0% |