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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,580 |
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 | $12,952 | $63,314-79.5% | $91,004-85.8% | $62,293-79.2% |
| Participation rate | 97.8% | 73.3%+24.5pp | 75.6%+22.2pp | 69.5%+28.3pp |
| Annual return | 18.51% | 21.00%-2.5pp | 4.60%+13.9pp | 28.90%-10.4pp |
| Employer contribution / active EE | $2,545 | $1,807+40.8% | $2,456+3.6% | $2,042+24.6% |
| Participant deferral / active EE | $4,103 | $2,944+39.4% | $3,548+15.7% | $3,169+29.5% |
| Admin fee / account holder | $10 | $468-97.8% | $5,417-99.8% | $479-97.8% |