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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,310 |
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 | $52,269 | $46,173+13.2% | $170,435-69.3% | $69,631-24.9% |
| Participation rate | 79.2% | 63.9%+15.3pp | 83.6%-4.4pp | 70.7%+8.5pp |
| Annual return | 19.00% | 21.62%-2.6pp | 205.94%-186.9pp | 27571.02%-27552.0pp |
| Employer contribution / active EE | $763 | $1,610-52.6% | $5,432-86.0% | $2,032-62.5% |
| Participant deferral / active EE | $3,718 | $2,080+78.7% | $4,939-24.7% | $3,224+15.3% |
| Admin fee / account holder | $13 | $116-89.1% | $13,881-99.9% | $110-88.6% |