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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $283,722 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,172 | $45,022+89.2% | $85,240-0.1% | $200,096-57.4% |
| Participation rate | 96.4% | 45.8%+50.6pp | 67.5%+28.9pp | 72.0%+24.4pp |
| Annual return | 8.96% | 21.00%-12.0pp | 66.75%-57.8pp | 34.26%-25.3pp |
| Employer contribution / active EE | $2,857 | $1,374+107.8% | $2,735+4.4% | $3,038-6.0% |
| Participant deferral / active EE | $6,911 | $2,682+157.6% | $4,527+52.6% | $5,090+35.8% |
| Admin fee / account holder | $148 | $585-74.7% | $6,165-97.6% | $269-45.1% |