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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,072 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $57,443 | $136,307-57.9% | $177,821-67.7% | $73,488-21.8% |
| Participation rate | 88.5% | 86.1%+2.4pp | 87.7%+0.8pp | 70.7%+17.9pp |
| Annual return | 12.74% | 18.68%-5.9pp | 48.32%-35.6pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2,291 | $3,712-38.3% | $5,918-61.3% | $2,270+0.9% |
| Participant deferral / active EE | $3,289 | $5,829-43.6% | $7,714-57.4% | $3,740-12.0% |
| Admin fee / account holder | $15 | $596-97.5% | $12,427-99.9% | $513-97.1% |