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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,185 |
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 | $69,670 | $50,464+38.1% | $75,784-8.1% | $52,331+33.1% |
| Participation rate | 87.9% | 66.8%+21.1pp | 75.8%+12.1pp | 68.1%+19.8pp |
| Annual return | -0.28% | 1.03%-1.3pp | 9.68%-10.0pp | 4.54%-4.8pp |
| Employer contribution / active EE | $596 | $1,988-70.0% | $3,323-82.1% | $1,882-68.3% |
| Participant deferral / active EE | $4,789 | $2,570+86.3% | $3,652+31.1% | $3,022+58.5% |
| Admin fee / account holder | $9 | $1,103-99.2% | $5,300-99.8% | $592-98.5% |