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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $570 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $64,879 | $57,976+11.9% | $63,018+3.0% | $62,293+4.2% |
| Participation rate | 98.2% | 75.9%+22.3pp | 74.8%+23.4pp | 69.5%+28.7pp |
| Annual return | 14.13% | 17.54%-3.4pp | 87.62%-73.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $1,709 | $2,415-29.2% | $2,761-38.1% | $2,042-16.3% |
| Participant deferral / active EE | $5,035 | $2,956+70.3% | $3,330+51.2% | $3,169+58.9% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |