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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $28,716 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $17,697 | $52,293-66.2% | $178,490-90.1% | $73,409-75.9% |
| Participation rate | 77.9% | 65.3%+12.6pp | 81.9%-4.0pp | 72.2%+5.7pp |
| Annual return | 6.67% | 34.75%-28.1pp | 151.07%-144.4pp | 59.29%-52.6pp |
| Employer contribution / active EE | $1,024 | $1,735-41.0% | $5,011-79.6% | $2,234-54.1% |
| Participant deferral / active EE | $1,384 | $2,332-40.6% | $5,202-73.4% | $3,805-63.6% |
| Admin fee / account holder | $88 | $127-31.3% | $13,984-99.4% | $158-44.5% |