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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $12,829 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $20,536 | $74,089-72.3% | $133,975-84.7% | $55,167-62.8% |
| Participation rate | 97.9% | 84.3%+13.6pp | 87.1%+10.8pp | 69.0%+28.9pp |
| Annual return | 9.78% | 12.11%-2.3pp | 29.29%-19.5pp | 169.23%-159.5pp |
| Employer contribution / active EE | $1,521 | $3,064-50.3% | $5,211-70.8% | $1,963-22.5% |
| Participant deferral / active EE | $3,528 | $4,678-24.6% | $6,282-43.8% | $3,054+15.5% |
| Admin fee / account holder | $63 | $458-86.2% | $9,324-99.3% | $504-87.4% |