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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $3,375 |
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 | $39,606 | $45,825-13.6% | $90,655-56.3% | $56,287-29.6% |
| Participation rate | 80.3% | 66.7%+13.6pp | 74.0%+6.3pp | 69.9%+10.4pp |
| Annual return | -6.63% | 38.64%-45.3pp | 1.89%-8.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $2,430 | $1,372+77.1% | $2,532-4.0% | $2,111+15.1% |
| Participant deferral / active EE | $4,585 | $2,562+78.9% | $3,425+33.9% | $3,350+36.9% |
| Admin fee / account holder | $16 | $413-96.1% | $4,994-99.7% | $521-96.9% |