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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 17 · EIN 82-3719843 | Pension Consulting | $6,640 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,905 | $65,322+43.8% | $70,449+33.3% | $73,488+27.8% |
| Participation rate | 99.5% | 77.0%+22.6pp | 75.1%+24.5pp | 70.7%+28.8pp |
| Annual return | 11.82% | 15.71%-3.9pp | 109.03%-97.2pp | 28.51%-16.7pp |
| Employer contribution / active EE | $2,880 | $2,460+17.1% | $2,737+5.2% | $2,270+26.9% |
| Participant deferral / active EE | $3,537 | $3,375+4.8% | $3,709-4.6% | $3,740-5.4% |
| Admin fee / account holder | $91 | $214-57.5% | $3,845-97.6% | $513-82.3% |