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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,835 |
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 | $49,950 | $37,196+34.3% | $154,108-67.6% | $55,725-10.4% |
| Participation rate | 80.3% | 64.1%+16.2pp | 83.0%-2.7pp | 70.9%+9.5pp |
| Annual return | 12.51% | 1319.68%-1307.2pp | 735.21%-722.7pp | 244.93%-232.4pp |
| Employer contribution / active EE | $732 | $1,614-54.7% | $5,298-86.2% | $2,078-64.8% |
| Participant deferral / active EE | $4,018 | $2,068+94.3% | $5,081-20.9% | $3,356+19.8% |
| Admin fee / account holder | $11 | $102-88.8% | $13,411-99.9% | $115-90.1% |