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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $251,772 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,986 | $40,278+93.6% | $80,648-3.3% | $80,169-2.7% |
| Participation rate | 95.8% | 47.5%+48.2pp | 67.0%+28.8pp | 72.9%+22.8pp |
| Annual return | 18.59% | 50.86%-32.3pp | 937.21%-918.6pp | 40.39%-21.8pp |
| Employer contribution / active EE | $2,552 | $1,332+91.5% | $2,724-6.3% | $2,978-14.3% |
| Participant deferral / active EE | $6,023 | $2,696+123.4% | $4,443+35.6% | $5,016+20.1% |
| Admin fee / account holder | $134 | $210-36.5% | $5,382-97.5% | $145-7.8% |