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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS, LLC Service code 15 · EIN 82-3719843 | Recordkeeping | $15,761 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,067 | $65,367-69.3% | $92,915-78.4% | $72,976-72.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 242.14% | 42.11%+200.0pp | 109.45%+132.7pp | 81.02%+161.1pp |
| Employer contribution / active EE | $1,828 | $2,594-29.5% | $3,653-50.0% | $2,440-25.1% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,238-100.0% | $3,608-100.0% |
| Admin fee / account holder | $174 | $4,251-95.9% | $5,796-97.0% | $5,124-96.6% |