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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,310 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,190 | $56,640-80.2% | $78,002-85.7% | $55,167-79.7% |
| Participation rate | 93.7% | 73.3%+20.4pp | 75.5%+18.2pp | 69.0%+24.7pp |
| Annual return | 8.09% | 2868.48%-2860.4pp | 425.99%-417.9pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,045 | $1,724+18.7% | $2,470-17.2% | $1,963+4.2% |
| Participant deferral / active EE | $3,308 | $2,778+19.1% | $3,497-5.4% | $3,054+8.3% |
| Admin fee / account holder | $12 | $467-97.5% | $5,481-99.8% | $504-97.7% |