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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,083 | $69,362-89.8% | $101,248-93.0% | $73,488-90.4% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 13.24% | 18.46%-5.2pp | 46.47%-33.2pp | 28.51%-15.3pp |
| Employer contribution / active EE | $928 | $2,628-64.7% | $3,660-74.6% | $2,270-59.1% |
| Participant deferral / active EE | $267 | $3,300-91.9% | $4,370-93.9% | $3,740-92.9% |
| Admin fee / account holder | $10 | $704-98.6% | $5,945-99.8% | $513-98.0% |