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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS, INC. Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $6,815 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $14,538 | $46,732-68.9% | $156,551-90.7% | $55,167-73.6% |
| Participation rate | 64.8% | 65.8%-1.0pp | 84.0%-19.2pp | 69.0%-4.2pp |
| Annual return | 8.09% | 17.72%-9.6pp | 32.23%-24.1pp | 169.23%-161.1pp |
| Employer contribution / active EE | $1,001 | $2,105-52.5% | $5,501-81.8% | $1,963-49.0% |
| Participant deferral / active EE | $2,511 | $2,204+13.9% | $4,871-48.4% | $3,054-17.8% |
| Admin fee / account holder | $48 | $418-88.4% | $13,028-99.6% | $504-90.4% |