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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,345 |
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 | $55,276 | $57,108-3.2% | $94,229-41.3% | $52,331+5.6% |
| Participation rate | 76.8% | 72.9%+3.8pp | 78.8%-2.0pp | 68.1%+8.7pp |
| Annual return | 1.41% | 1.47%-0.1pp | 10.68%-9.3pp | 4.54%-3.1pp |
| Employer contribution / active EE | $3,591 | $1,735+107.0% | $3,587+0.1% | $1,882+90.9% |
| Participant deferral / active EE | $6,318 | $3,040+107.9% | $4,320+46.2% | $3,022+109.1% |
| Admin fee / account holder | $38 | $546-93.0% | $6,269-99.4% | $592-93.5% |