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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,008 |
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 | $43,242 | $75,959-43.1% | $154,114-71.9% | $64,181-32.6% |
| Participation rate | 90.6% | 70.4%+20.2pp | 83.0%+7.6pp | 69.6%+21.0pp |
| Annual return | -4.46% | 30.32%-34.8pp | 735.16%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,314 | $3,350-60.8% | $5,298-75.2% | $2,381-44.8% |
| Participant deferral / active EE | $3,183 | $3,175+0.3% | $5,081-37.3% | $3,470-8.3% |
| Admin fee / account holder | $13 | $5,589-99.8% | $13,411-99.9% | $4,887-99.7% |