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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $26,314 |
Service code 10 · EIN 23-2937205 | Accounting | $6,550 |
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 | $25,932 | $56,540-54.1% | $185,849-86.0% | $86,821-70.1% |
| Participation rate | 82.2% | 65.5%+16.7pp | 81.7%+0.5pp | 72.3%+9.9pp |
| Annual return | 24.26% | 118.20%-93.9pp | 122.10%-97.8pp | 97.94%-73.7pp |
| Employer contribution / active EE | $1,317 | $1,844-28.6% | $5,169-74.5% | $2,406-45.3% |
| Participant deferral / active EE | $1,767 | $2,555-30.9% | $5,569-68.3% | $4,132-57.2% |
| Admin fee / account holder | $112 | $150-25.3% | $16,244-99.3% | $170-34.1% |