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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $14,100 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,342 | $65,263-24.4% | $90,223-45.3% | $55,191-10.6% |
| Participation rate | 94.3% | 79.0%+15.3pp | 79.0%+15.3pp | 69.2%+25.2pp |
| Annual return | -2.98% | 2.81%-5.8pp | 1.31%-4.3pp | 10.78%-13.8pp |
| Employer contribution / active EE | $9,859 | $4,153+137.4% | $4,378+125.2% | $1,899+419.2% |
| Participant deferral / active EE | $4,351 | $5,564-21.8% | $5,792-24.9% | $3,046+42.8% |
| Admin fee / account holder | $17 | $116-85.3% | $7,406-99.8% | $91-81.1% |