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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $233,258 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,517 | $37,418+83.1% | $77,100-11.1% | $77,906-12.1% |
| Participation rate | 95.2% | 46.9%+48.3pp | 67.9%+27.3pp | 73.7%+21.5pp |
| Annual return | -10.55% | -7.13%-3.4pp | 42.35%-52.9pp | 12.16%-22.7pp |
| Employer contribution / active EE | $2,247 | $1,200+87.3% | $2,815-20.2% | $2,846-21.0% |
| Participant deferral / active EE | $5,511 | $2,572+114.3% | $4,430+24.4% | $4,805+14.7% |
| Admin fee / account holder | $136 | $126+7.6% | $5,443-97.5% | $133+2.3% |