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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $43,405 |
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 | $60,537 | $62,928-3.8% | $172,753-65.0% | $67,582-10.4% |
| Participation rate | 74.0% | 64.5%+9.5pp | 82.6%-8.7pp | 71.3%+2.7pp |
| Annual return | 25.31% | 30.36%-5.0pp | 803.00%-777.7pp | 378.57%-353.3pp |
| Employer contribution / active EE | $738 | $1,636-54.9% | $5,144-85.6% | $2,148-65.6% |
| Participant deferral / active EE | $4,239 | $2,145+97.6% | $5,198-18.5% | $3,539+19.8% |
| Admin fee / account holder | $80 | $167-52.1% | $13,956-99.4% | $142-43.9% |