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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,375 |
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 | $44,680 | $70,002-36.2% | $115,038-61.2% | $52,331-14.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 0.41% | 4.04%-3.6pp | 26.14%-25.7pp | 4.54%-4.1pp |
| Employer contribution / active EE | $1,491 | $2,715-45.1% | $4,608-67.6% | $1,882-20.7% |
| Participant deferral / active EE | $3,822 | $4,920-22.3% | $6,026-36.6% | $3,022+26.5% |
| Admin fee / account holder | $109 | $566-80.8% | $8,175-98.7% | $592-81.6% |