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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,810 |
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 | $41,980 | $77,638-45.9% | $156,551-73.2% | $62,881-33.2% |
| Participation rate | 83.5% | 71.2%+12.3pp | 84.0%-0.5pp | 69.3%+14.2pp |
| Annual return | 6.15% | 50.33%-44.2pp | 32.23%-26.1pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,074 | $3,444-68.8% | $5,501-80.5% | $2,281-52.9% |
| Participant deferral / active EE | $2,575 | $3,046-15.5% | $4,871-47.1% | $3,203-19.6% |
| Admin fee / account holder | $18 | $5,561-99.7% | $13,028-99.9% | $4,296-99.6% |