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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,605 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $82,956 | $53,128+56.1% | $86,582-4.2% | $70,126+18.3% |
| Participation rate | 98.8% | 65.3%+33.5pp | 73.5%+25.3pp | 69.5%+29.3pp |
| Annual return | 14.28% | 27.66%-13.4pp | 965.08%-950.8pp | 73.15%-58.9pp |
| Employer contribution / active EE | $5,415 | $2,068+161.9% | $2,839+90.7% | $2,343+131.2% |
| Participant deferral / active EE | $7,203 | $2,695+167.3% | $3,609+99.6% | $3,332+116.2% |
| Admin fee / account holder | $12 | $3,584-99.7% | $4,904-99.8% | $4,645-99.7% |