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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,986 |
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 | $25,980 | $49,451-47.5% | $79,550-67.3% | $66,914-61.2% |
| Participation rate | 72.2% | 61.3%+10.9pp | 69.5%+2.8pp | 69.8%+2.4pp |
| Annual return | -11.73% | 84.25%-96.0pp | 0.16%-11.9pp | 1.58%-13.3pp |
| Employer contribution / active EE | $756 | $1,266-40.3% | $2,413-68.7% | $2,544-70.3% |
| Participant deferral / active EE | $1,368 | $3,159-56.7% | $3,985-65.7% | $4,237-67.7% |
| Admin fee / account holder | $20 | $595-96.6% | $6,832-99.7% | $593-96.6% |