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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,075 |
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 | $30,080 | $70,917-57.6% | $98,916-69.6% | $73,493-59.1% |
| Participation rate | 92.1% | 73.8%+18.2pp | 76.0%+16.0pp | 70.7%+21.4pp |
| Annual return | 30.96% | 34.18%-3.2pp | 196.45%-165.5pp | 28.51%+2.4pp |
| Employer contribution / active EE | $2,172 | $2,037+6.6% | $2,689-19.2% | $2,270-4.3% |
| Participant deferral / active EE | $1,846 | $3,501-47.3% | $4,245-56.5% | $3,740-50.6% |
| Admin fee / account holder | $65 | $535-87.9% | $6,642-99.0% | $513-87.4% |