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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $9,040 |
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 | $56,491 | $63,924-11.6% | $108,582-48.0% | $55,167+2.4% |
| Participation rate | 78.5% | 74.3%+4.1pp | 79.6%-1.1pp | 69.0%+9.5pp |
| Annual return | 12.00% | 15.31%-3.3pp | -51.70%+63.7pp | 169.23%-157.2pp |
| Employer contribution / active EE | $3,616 | $1,879+92.4% | $3,758-3.8% | $1,963+84.3% |
| Participant deferral / active EE | $6,220 | $3,067+102.8% | $4,311+44.3% | $3,054+103.7% |
| Admin fee / account holder | $33 | $618-94.7% | $7,645-99.6% | $504-93.5% |