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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,752 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,632 | $102,553-47.7% | $151,611-64.6% | $66,914-19.8% |
| Participation rate | 92.6% | 85.5%+7.1pp | 87.5%+5.1pp | 69.8%+22.8pp |
| Annual return | -11.71% | -10.82%-0.9pp | 3.33%-15.0pp | 1.58%-13.3pp |
| Employer contribution / active EE | $2,553 | $4,180-38.9% | $6,166-58.6% | $2,544+0.3% |
| Participant deferral / active EE | $3,583 | $6,641-46.0% | $8,363-57.2% | $4,237-15.4% |
| Admin fee / account holder | $13 | $630-98.0% | $11,616-99.9% | $593-97.8% |