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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,548 |
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 | $92,560 | $80,753+14.6% | $136,298-32.1% | $62,293+48.6% |
| Participation rate | 92.5% | 73.5%+18.9pp | 81.9%+10.5pp | 69.5%+22.9pp |
| Annual return | 18.31% | 35.83%-17.5pp | 5156.27%-5138.0pp | 28.90%-10.6pp |
| Employer contribution / active EE | $1,954 | $2,884-32.2% | $4,696-58.4% | $2,042-4.3% |
| Participant deferral / active EE | $9,726 | $5,164+88.3% | $6,247+55.7% | $3,169+206.9% |
| Admin fee / account holder | $36 | $525-93.1% | $9,244-99.6% | $479-92.5% |