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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,105 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,879 | $46,732-68.2% | $156,551-90.5% | $55,167-73.0% |
| Participation rate | 90.0% | 65.8%+24.2pp | 84.0%+6.0pp | 69.0%+21.0pp |
| Annual return | 8.67% | 17.72%-9.1pp | 32.23%-23.6pp | 169.23%-160.6pp |
| Employer contribution / active EE | $553 | $2,105-73.7% | $5,501-90.0% | $1,963-71.8% |
| Participant deferral / active EE | $1,999 | $2,204-9.3% | $4,871-59.0% | $3,054-34.6% |
| Admin fee / account holder | $62 | $418-85.3% | $13,028-99.5% | $504-87.8% |