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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $795 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,473 | $91,198-75.4% | $178,503-87.4% | $79,856-71.9% |
| Participation rate | 82.1% | 69.2%+12.9pp | 81.9%+0.2pp | 69.6%+12.5pp |
| Annual return | 4.35% | 24.20%-19.8pp | 151.12%-146.8pp | 31.71%-27.4pp |
| Employer contribution / active EE | $1,075 | $3,257-67.0% | $5,011-78.6% | $2,471-56.5% |
| Participant deferral / active EE | $2,727 | $3,237-15.8% | $5,202-47.6% | $3,741-27.1% |
| Admin fee / account holder | $7 | $6,748-99.9% | $13,987-99.9% | $5,306-99.9% |