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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Filed as: ASCENSUS CONSULTING Service code 15 1102 CHESTNUT HILLS PKWY, STE 100 · FORT WAYNE, IN 46814 | Recordkeeping | $8,968 |
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 | $102,498 | $37,117+176.1% | $147,617-30.6% | $55,191+85.7% |
| Participation rate | 96.5% | 63.6%+32.9pp | 84.6%+11.9pp | 69.2%+27.3pp |
| Annual return | 0.56% | 3.44%-2.9pp | 61.98%-61.4pp | 10.78%-10.2pp |
| Employer contribution / active EE | $6,333 | $1,620+290.8% | $5,564+13.8% | $1,899+233.6% |
| Participant deferral / active EE | $4,796 | $1,985+141.6% | $4,895-2.0% | $3,046+57.4% |
| Admin fee / account holder | $19 | $86-77.6% | $11,612-99.8% | $91-78.9% |