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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,640 |
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 | $23,374 | $58,895-60.3% | $178,503-86.9% | $73,497-68.2% |
| Participation rate | 81.6% | 66.2%+15.4pp | 81.9%-0.3pp | 70.7%+11.0pp |
| Annual return | 16.49% | 24.86%-8.4pp | 151.12%-134.6pp | 28.51%-12.0pp |
| Employer contribution / active EE | $1,052 | $2,236-52.9% | $5,011-79.0% | $2,270-53.6% |
| Participant deferral / active EE | $1,827 | $2,567-28.8% | $5,202-64.9% | $3,740-51.1% |
| Admin fee / account holder | $16 | $400-96.1% | $13,987-99.9% | $513-96.9% |