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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 | $44,898+89.7% | $85,1870% | $199,960-57.4% |
| Participation rate | 96.4% | 45.7%+50.7pp | 67.5%+28.9pp | 72.0%+24.4pp |
| Annual return | 8.96% | 20.98%-12.0pp | 66.67%-57.7pp | 34.28%-25.3pp |
| Employer contribution / active EE | $2,857 | $1,367+108.9% | $2,732+4.6% | $3,036-5.9% |
| Participant deferral / active EE | $6,911 | $2,670+158.8% | $4,525+52.7% | $5,087+35.8% |
| Admin fee / account holder | $148 | $585-74.7% | $6,162-97.6% | $269-45.1% |