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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,509 |
Employer contribution per participant 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 | $36,414 | $89,652-59.4% | $141,177-74.2% | $65,185-44.1% |
| Participation rate | 81.8% | 74.7%+7.1pp | 82.5%-0.7pp | 70.2%+11.6pp |
| Annual return | 25.36% | 32.79%-7.4pp | 71.40%-46.0pp | 29.38%-4.0pp |
| Employer contribution / active EE | $655 | $3,065-78.6% | $4,736-86.2% | $2,177-69.9% |
| Participant deferral / active EE | $3,784 | $5,691-33.5% | $6,710-43.6% | $3,514+7.7% |
| Admin fee / account holder | $83 | $569-85.4% | $10,263-99.2% | $847-90.2% |