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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $1,120 |
ASCENSUS LLC4+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $60 |
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 | $76,693 | $66,302+15.7% | $110,243-30.4% | $56,289+36.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 79.8%+20.2pp | 69.9%+30.1pp |
| Annual return | -2.58% | -1.18%-1.4pp | 314.76%-317.3pp | -9.96%+7.4pp |
| Employer contribution / active EE | $3,806 | $2,047+85.9% | $3,827-0.5% | $2,111+80.3% |
| Participant deferral / active EE | $7,959 | $3,381+135.4% | $4,672+70.3% | $3,350+137.6% |
| Admin fee / account holder | $6 | $698-99.1% | $8,548-99.9% | $521-98.8% |