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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,555 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $68,902 | $71,192-3.2% | $117,861-41.5% | $62,293+10.6% |
| Participation rate | 74.3% | 74.2%0pp | 79.7%-5.4pp | 69.5%+4.7pp |
| Annual return | 18.82% | 18.66%+0.2pp | 335.11%-316.3pp | 28.90%-10.1pp |
| Employer contribution / active EE | $2,958 | $1,934+53.0% | $3,786-21.9% | $2,042+44.8% |
| Participant deferral / active EE | $6,680 | $3,189+109.5% | $4,482+49.0% | $3,169+110.8% |
| Admin fee / account holder | $42 | $587-92.8% | $8,021-99.5% | $479-91.2% |