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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,905 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,641 | $46,360-18.8% | $147,618-74.5% | $52,331-28.1% |
| Participation rate | 79.8% | 64.9%+14.9pp | 84.6%-4.8pp | 68.1%+11.7pp |
| Annual return | 0.79% | 1.62%-0.8pp | 61.98%-61.2pp | 4.54%-3.7pp |
| Employer contribution / active EE | $441 | $2,126-79.3% | $5,565-92.1% | $1,882-76.6% |
| Participant deferral / active EE | $2,566 | $2,258+13.7% | $4,895-47.6% | $3,022-15.1% |
| Admin fee / account holder | $25 | $766-96.8% | $11,612-99.8% | $592-95.8% |