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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,335 |
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 | $38,860 | $47,448-18.1% | $94,993-59.1% | $62,293-37.6% |
| Participation rate | 75.2% | 66.5%+8.7pp | 73.9%+1.4pp | 69.5%+5.7pp |
| Annual return | 21.56% | 22.64%-1.1pp | 27.14%-5.6pp | 28.90%-7.3pp |
| Employer contribution / active EE | $2,546 | $1,300+95.8% | $2,603-2.2% | $2,042+24.7% |
| Participant deferral / active EE | $3,930 | $2,375+65.5% | $3,317+18.5% | $3,169+24.0% |
| Admin fee / account holder | $22 | $434-94.9% | $4,960-99.6% | $479-95.4% |