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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,655 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,530 | $78,529-2.5% | $105,591-27.5% | $74,400+2.9% |
| Participation rate | 82.6% | 72.8%+9.8pp | 75.3%+7.3pp | 67.2%+15.4pp |
| Annual return | 14.08% | 15.94%-1.9pp | 116.43%-102.3pp | 1367.51%-1353.4pp |
| Employer contribution / active EE | $2,867 | $2,522+13.7% | $3,166-9.5% | $2,624+9.2% |
| Participant deferral / active EE | $5,496 | $4,321+27.2% | $5,008+9.7% | $4,348+26.4% |
| Admin fee / account holder | $40 | $2,216-98.2% | $11,024-99.6% | $1,944-97.9% |