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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $4,862 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,805 | $63,314-48.2% | $91,004-64.0% | $62,293-47.3% |
| Participation rate | 97.7% | 73.3%+24.4pp | 75.6%+22.1pp | 69.5%+28.2pp |
| Annual return | 10.05% | 21.00%-10.9pp | 4.60%+5.5pp | 28.90%-18.8pp |
| Employer contribution / active EE | $2,881 | $1,807+59.4% | $2,456+17.3% | $2,042+41.1% |
| Participant deferral / active EE | $2,131 | $2,944-27.6% | $3,548-39.9% | $3,169-32.8% |
| Admin fee / account holder | $24 | $468-95.0% | $5,417-99.6% | $479-95.1% |