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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $193,248 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,291 | $45,719+80.0% | $96,139-14.4% | $93,030-11.5% |
| Participation rate | 94.9% | 45.8%+49.0pp | 68.4%+26.4pp | 73.9%+21.0pp |
| Annual return | 9.58% | 3211.95%-3202.4pp | 191.94%-182.4pp | 158.70%-149.1pp |
| Employer contribution / active EE | $2,246 | $1,139+97.3% | $2,797-19.7% | $2,706-17.0% |
| Participant deferral / active EE | $5,640 | $2,344+140.6% | $4,349+29.7% | $4,562+23.6% |
| Admin fee / account holder | $125 | $128-2.4% | $5,537-97.7% | $152-17.6% |